Convert HSBC México statements to Excel or CSV
HSBC México shows the last 12 months of estados de cuenta electrónicos, counted from the date you activated them, under Administrar in Banca por Internet or in the app. Pick the PDF rather than the XML, which is a fiscal file. BankConv converts the PDF into Excel, CSV or Google Sheets, and cards and accounts arrive as separate statements.
Updated
Download your HSBC México estado de cuenta
- 1.Sign in to HSBC México Banca por Internet with your user and password. If it's your first time, activate electronic statements there first.
- 2.Choose Administrar, then under Estados de cuenta electrónicos select Consultar.
- 3.Enter the access code from Token Móvil in the HSBC México app, then pick the account, card or credit, the type Estados de Cuenta Electrónicos, and the date.
- 4.Click Descargar next to the month, choose PDF and download.
Do you need to convert at all?
HSBC México Banca por Internet lets you download each estado de cuenta electrónico as a PDF or an XML file, and the HSBC México app shows statements for debit accounts and credit cards. Movements can be reviewed online for up to 12 months.
Banca por Internet and the app show up to the last 12 months, and in Banca por Internet only from the date you activated electronic statements. Older statements have to be requested at a branch. You need an active Token Móvil to download.
What to know about HSBC México PDFs
- The 12-month window starts at activation
- Banca por Internet only keeps statements from the date you switched on electronic statements, up to 12 months back. If you activated the service recently, earlier months won't be there yet; HSBC sends you to a branch for older ones. Download each month while it is still online.
- PDF for rows, XML for fiscal records
- The download screen offers PDF or Archivo XML. The XML is the fiscal version of the statement and doesn't open as a usable table of movements. Choose PDF to convert, and keep the XML for your accountant if they need it.
- Cards and accounts come as separate statements
- Each debit account, credit card and credit has its own estado de cuenta, chosen in the first filter. A credit card statement lists purchases and payments, not deposits and withdrawals, so convert cards and accounts into separate files.
- Dates and SPEI lines
- Movement dates usually print without the year, which comes from the statement period. SPEI transfers often add reference or tracking-key lines under the description; check that they stayed with the right movement.
Converting an HSBC México estado de cuenta
Download the PDF, not the XML. The PDF estado de cuenta is usually a text-based file, so the movements table converts row for row, with amounts in pesos (MXN) using a decimal point. Summary pages and notices are not movements, so remove any of their lines that end up in the rows.
- Download the PDF estados de cuenta from Banca por Internet or the HSBC México app.
- Upload them to BankConv, up to 10 at a time.
- Check the rows, then export Excel or CSV.
What to check
Look for the account summary near the start of the statement, with the saldo anterior, totals and saldo final. Use it to check the conversion yourself.
- Sum the charges and credits and compare them with the summary totals.
- Check that saldo anterior + abonos − cargos = saldo final. With a saldo anterior of 15,200.00, the sample rows above end at 18,634.50.
- Add the year to each date, especially on statements that cross into January.
- On a credit card statement, check that payments and purchases have opposite signs before you total them.
To load the rows into CONTPAQi or Alegra, import the CSV through their bank movements import. Files are deleted after 24 hours; see security. Other Mexican banks are on the Mexican banks page.
Sources: HSBC México: Estados de cuenta electrónicos · HSBC México: Tutoriales Banca por Internet · HSBC México: Descarga de estados de cuenta electrónicos en Banca por Internet (PDF guide)
Columns you get
| Fecha | Descripción | Cargos | Abonos | Saldo |
|---|---|---|---|---|
| 03/SEP | SPEI RECIBIDO BANORTE CLIENTE RAMIREZ | 8,000.00 | 23,200.00 | |
| 05/SEP | PAGO SERVICIO CFE | 745.50 | 22,454.50 | |
| 08/SEP | COMPRA CHEDRAUI SUC VERACRUZ | 1,320.00 | 21,134.50 | |
| 12/SEP | RETIRO CAJERO HSBC | 2,500.00 | 18,634.50 |
Sample rows in HSBC México's layout, fictional data. First 5 pages free to check.
Deleted after 24 hours
Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.
Read only to extract transactions
Your statement is read (with OCR for scans) to pull out the transaction rows you download.
Encrypted in transit
Uploads and downloads use HTTPS (TLS).
Passwords never stored
The password of a protected PDF is used once to open the file.
No bank login
BankConv works from the PDF you download, never from a connection to your bank.
HSBC México statement questions
Can I download an HSBC México estado de cuenta in Excel?
No. Banca por Internet offers the estado de cuenta as PDF or XML. Convert the PDF in BankConv to get Excel or CSV with one row per movement.
How far back can I get HSBC México statements online?
Up to the last 12 months in Banca por Internet and the app, and in Banca por Internet only from when you activated electronic statements. For older periods, HSBC says to visit a branch.
Can I import the result into CONTPAQi or Alegra?
BankConv exports CSV and Excel. CONTPAQi and Alegra can generally import bank movements from a spreadsheet file; map the date, description, cargo and abono columns in their import screen.