How to download your HSBC transactions

HSBC is a bank in the US and Canada. Export your transaction history as CSV, QFX, OFX, PDF, then drop the file into PennySlice — the AI categorises it for you.

CSVQFXOFXPDF

Step by step

  1. Log in to HSBC Online Banking at us.hsbc.com (US) or hsbc.ca (Canada).
  2. Select the account you want to export.
  3. Go to the 'Transactions' section (not Statements).
  4. Click the 'Download' or 'Export' button.
  5. Choose your date range.
  6. Select CSV as the file format.
  7. Click 'Download' and save the file.

Tips for HSBC

  • CSV downloads must be done from Transactions — the Statements section only provides PDFs.
  • HSBC Canada was acquired by RBC in March 2024 — if your account was HSBC Canada, see the 'HSBC Canada' guide.

Other US and Canada bank guides

PayPalWise

Browse all bank download guides

Got your HSBC file?

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

Start for free

Free tier available. No credit card required.

Coach Partner Program

Get in touch