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HSBC - How to download- Log in to Online Banking
- In “Your Accounts” in the menu on the left hand side of the screen, click on either “Recent Transactions” or “Statements”, depending on how recent the data is that you wish to download.
- You will go to a screen with a list of your accounts.
- Select the account by clicking on the account number.
- The process is now slightly different, depending on whether you have selected Recent Transactions or Statements:
- For “Recent transactions”:
- Scroll down to the bottom of the page.
- In “Enter a new date range for transactions”, select the “Date from” and “Date to” for which you wish to download data, and click on the “Display” button on the right.
- Then, double check that all the required dated is shown on the screen. NOTE: if there are too many transactions in the range you have selected, HSBC will show what it can. If this is the case, you will need to download the data not included separately.
- Then, in Select file format, select the “Quicken and Microsoft Money” option.
- For “Statements”:
- Select the statement number that you wish to download by double-clicking on it.
- Then, in Select file format, select the “Microsoft Excel Spreadsheet” option.
- Ignore the box by “Select to download as a ‘zip’ file”
- Click the “Download” button on the right.
- Next, you will get a pop up screen asking what you what to do with the file containing the downloaded data. Immediately select the “Save” option. This is really important – please don’t open the file, or change the file name, otherwise you may impact on the ability to import.
- The file will be saved to your computer. Make on note of the file name, and, if available, the folder it is saved to (This will normally be a standard folder, called Downloads)
- You are now ready to import into My Bookkeeping Online.
- Log in to Online Banking
- In “Your Accounts” in the menu on the left hand side of the screen, click on either “Recent Transactions” or “Statements”, depending on how recent the data is that you wish to download.
- You will go to a screen with a list of your accounts.
- Select the account by clicking on the account number.
- The process is now slightly different, depending on whether you have selected Recent Transactions or Statements:
- For “Recent transactions”:
- Scroll down to the bottom of the page.
- In “Enter a new date range for transactions”, select the “Date from” and “Date to” for which you wish to download data, and click on the “Display” button on the right.
- Then, double check that all the required dated is shown on the screen. NOTE: if there are too many transactions in the range you have selected, HSBC will show what it can. If this is the case, you will need to download the data not included separately.
- Then, in Select file format, select the “Quicken and Microsoft Money” option.
- For “Statements”:
- Select the statement number that you wish to download by double-clicking on it.
- Then, in Select file format, select the “Microsoft Excel Spreadsheet” option.
- For “Recent transactions”:
- Ignore the box by “Select to download as a ‘zip’ file”
- Click the “Download” button on the right.
- Next, you will get a pop up screen asking what you what to do with the file containing the downloaded data. Immediately select the “Save” option. This is really important – please don’t open the file, or change the file name, otherwise you may impact on the ability to import.
- The file will be saved to your computer. Make on note of the file name, and, if available, the folder it is saved to (This will normally be a standard folder, called Downloads)
- You are now ready to import into My Bookkeeping Online.
