TSB → QIF for Financial Advisors (IFAs)
As financial advisor, you need TSB bank statements in QIF format. TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules. BankScan AI handles the conversion — DD MMM YY, single column with Type indicators, payment/receipt amounts, and running balance, and all.
How It Works
Upload TSB PDF
Drop your TSB statement PDF. Supports PDF.
AI converts to QIF
Parses TSB's DD MMM YY, extracts all transactions, outputs QIF (.qif).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
TSB + QIF + Financial Advisors (IFAs)
- TSB expertise — Handles DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance
- QIF output — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
TSB to QIF — For Financial Advisors (IFAs)
Handles DD MMM YY, outputs perfect QIF. Free tier available.
Convert TSB to QIF Free