What to download
Use a statement export that includes date, transaction description, debit and credit columns or an amount column, and balance if available. CSV is usually easiest because the transaction columns are already structured. PDF works best when the statement text can be selected and copied.
HSBC export path
HSBCnet or HSBC UAE Business Banking: Accounts > Statements and documents > Select account > Choose period > Download.
Available formats: PDF and CSV.
Bank interfaces change. Treat this as the path to look for, then use the nearest matching statement or export menu if your portal labels differ.
What is specific to HSBC
HSBC CSV exports can vary by jurisdiction and account setup. If you have HSBC accounts outside the UAE, export account by account instead of combining files.
Tip: Use the statements and reports workflow rather than a transaction enquiry export when both are available.
Step-by-step
- Open HSBCnet or HSBC UAE Business Banking.
- Navigate to the closest matching export path: Accounts > Statements and documents > Select account > Choose period > Download.
- Choose a clean date range. Start with last month if this is your first upload.
- Download the file as PDF and CSV.
- Upload the file to Compass.
- Review the suggested categories, invoice gaps, and report summary before relying on the numbers.
Best first upload
Start with one month. That makes review faster and helps Compass learn recurring HSBC merchants before you upload a longer period.
Common problems with HSBC exports
- A scanned PDF instead of a text-based statement.
- Multiple accounts combined in one file.
- Missing transaction descriptions.
- Statement exports that hide debit and credit signs.
Want the first report without wrestling a spreadsheet?
Upload one bank statement. Compass categorises the transactions, flags invoice gaps, and gives you an owner-readable report in about ten minutes.
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