How to download your First Direct transactions

First Direct is a bank in the UK. Export your transaction history as CSV, QIF, JSON, then drop the file into PennySlice — the AI categorises it for you.

CSVQIFJSONUp to 12 months per export of history

Step by step

  1. Log in to First Direct Online Banking at firstdirect.com.
  2. Navigate to the 'Transactions' section.
  3. Set your date range (up to 1 year per download).
  4. Click 'Download'.
  5. Select CSV from the available formats.
  6. Save the file.

Tips for First Direct

  • First Direct keeps up to 6 years of transaction history — download one year at a time.
  • First Direct is part of HSBC Group.

Other UK bank guides

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Got your First Direct file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

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