TSB Statements + Tradespeople (Plumbers, Electricians) Workflow
As tradesperson, you regularly handle TSB bank statements. Tradespeople receive payments from multiple customers, buy materials from suppliers, and manage van and tool expenses — often on the go with no time for bookkeeping.
BankScan AI: TSB to Excel for Tradespeople (Plumbers, Electricians)
BankScan AI converts TSB statements to Excel automatically — handling DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
About TSB Statement Format
TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
TSB Statement Quirks
TSB uses DD MMM YY with single column with Type indicators, payment/receipt amounts, and running balance. Common issues: TSB Spend & Save cashback rewards appear as credit entries without a clear merchant description, the fraud refund guarantee entries use a unique format, and statements from the 2018 IT migration period may have duplicate or missing transactions. BankScan AI handles all of these automatically.
How Tradespeople (Plumbers, Electricians) Handle TSB Statements
When working with TSB statements, tradespeople (plumbers, electricians) need to Tradespeople receive customer payments via bank transfer, cash, or card, purchase materials from builders' merchants and wholesalers, pay for van fuel and maintenance, and manage tool and equipment co
Key terms you'll encounter: day rate, materials markup, call-out charge, retention, snagging.
How It Works
Upload TSB statement
Drag and drop your TSB PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands TSB's single column with Type indicators, payment/receipt amounts, and running balance and extracts every transaction with 99%+ accuracy.
Use in your tradespeople (plumbers, electricians) workflow
Download Excel ready for QuickBooks Self-Employed, FreeAgent or direct analysis.
TSB + Tradespeople (Plumbers, Electricians) Features
- Spend & Save — account cashback entries appear as monthly credit transactions
- TSB Fraud Refund — Guarantee reversal entries have a distinctive format
- Built for Tradespeople (Plumbers, Electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
- Software compatible — Output works directly with QuickBooks Self-Employed, FreeAgent, Excel
Convert TSB Statements — Built for Tradespeople (Plumbers, Electricians)
Handles DD MMM YY dates, single column with Type indicators, payment/receipt amounts, and running balance, and PDF formats automatically.
Convert TSB Statements Free