HSBC Hong Kong bank feed

An active HSBC remote spreadsheet feed requires Standard or Plus and uses one automated connection. Local statement imports are included on Free.

HSBC Hong Kong’s Business Internet Banking can push your transaction data automatically into a spreadsheet — either a Google Sheet on Google Drive or an Excel file on Microsoft OneDrive. AccountFUN can then read that spreadsheet over its sharing link, so new transactions flow into your bank reconciliation without any CSV exporting.

The setup has two halves:

1. In HSBC Internet Banking — create the automatic bank feed job and let HSBC generate the shared spreadsheet.
2. In AccountFUN — paste the spreadsheet’s sharing link into the bank account’s feed settings.

This guide walks through both, step by step.

What you need before starting

• An HSBC Hong Kong business account with Business Internet Banking access (username, password, and your authentication device/method).
• Either a Google account (for the Google Sheets feed) or a Microsoft account (for the Excel feed) — this is where the spreadsheet will live.
• The bank account already created in AccountFUN (see Quickstart).

Part 1 — Create the bank feed in HSBC Internet Banking

Step 1 — Log on to Business Internet Banking

1. Go to the HSBC Hong Kong website: https://www.hsbc.com.hk/
2. Click Log on, then choose Business Internet Banking.
3. Sign in with your username and password, and complete the authentication step (e.g. your security device or mobile authentication).

Step 2 — Open Manage Bank Feed

From the menu, click Accounts, then Manage Bank Feed, then choose where you want the data to go:

• Bank feed to Microsoft Excel — the file lives on Microsoft OneDrive, or
• Bank feed to Google Sheets — the file lives on Google Drive.

Either option works with AccountFUN — pick whichever account you already use.

Step 3 — Add a new feed job

1. Under Automatic bank feed, click Add new job.
2. Choose the accounts you want to sync. In most cases, select All accounts so every business account is included — each account’s transactions land in its own worksheet tab in the generated file.

Step 4 — Choose how much history to sync

HSBC asks whether to include historical data:

Option	What it does
Previous 180 days	The feed starts by backfilling roughly six months of past transactions, then keeps adding new ones.
From today	The feed only includes transactions from setup day forward.

This choice controls what data gets fed into your bank transactions, so pick Previous 180 days if you want to start reconciling with some history behind you.

First time connecting a spreadsheet?

• Microsoft feed — you’ll be asked to connect to your Microsoft account, then HSBC creates the Excel file on your OneDrive.
• Google feed — you’ll be asked to connect to your Google account, then follow the on-screen instructions to create the Google Sheets file.

Once the job is saved, HSBC writes your transaction data into the spreadsheet and keeps it updated automatically — typically daily.

Part 2 — Share the spreadsheet

AccountFUN reads the spreadsheet through a sharing link, so the next step is to create that link.

Google Sheets

1. Open Google Drive and locate the Google Sheet that HSBC created.
2. Click Share, and under General access choose Anyone with the link.
3. Copy the link URL — you’ll paste this into AccountFUN in Part 3.

Microsoft Excel (OneDrive)

1. Open OneDrive and locate the Excel file that HSBC created.
2. Share the file via a Link. Either link permission — view or edit — works for the feed.
3. Optionally, set a password on the link for an extra layer of protection.
4. Copy the link URL — you’ll paste this into AccountFUN in Part 3.

Keep the link private

The link URL grants access to your banking feed data. Do not share it with anyone who shouldn’t see your transactions, and don’t post it anywhere public. Treat it like a password. If you think it has leaked, return to the share settings in Google Drive/OneDrive and reset or remove the link.

Part 3 — Connect the feed to AccountFUN

Now point AccountFUN at the shared spreadsheet:

1. Go to Bank Accounts in AccountFUN and open the account you want to feed (e.g. “HSBC Business Checking”).
2. Click Setup Bank Feed.
3. Choose HSBC Hong Kong, select the file source, and paste the sharing link you copied in Part 2. Enter the OneDrive sharing password if one is set.
4. Click Test Connection — AccountFUN verifies it can reach the file and lists the worksheet tabs it finds. Pick the worksheet tab that holds this account’s rows (remember, one tab per account when you selected “All accounts” in HSBC).
5. Click Save Configuration with Feed is active enabled.

From now on, whenever you (or a scheduled fetch) click Fetch Bank Feed on the account, AccountFUN pulls in the latest rows from the spreadsheet. The feed is checked four times a day, and you can fetch manually too. Repeated fetches recognize rows already imported while keeping separate identical-looking transactions when the source contains them. A shorter source file does not remove transactions already imported.

For your own CSV, Excel file or spreadsheet with different columns, use Custom file and spreadsheet bank feeds. That setup lets you map columns and does not require an HSBC Guidelines tab.

About the file structure

The HSBC-generated spreadsheet contains a “Guidelines” worksheet tab and, per account tab, the columns AccountFUN expects:

Date	Description	Withdrawal	Deposit

When you run Test Connection, an HSBC-style validation panel checks this structure and shows a tick/cross for each rule — if a rule fails, fix the tab/column layout in the spreadsheet and test again.

Don’t rename or reorder the generated tabs

HSBC keeps the file updated automatically. Renaming worksheet tabs or restructuring columns can break both HSBC’s updates and AccountFUN’s import.

Step 4 — Reconcile as usual

Fetched rows appear as statement lines in the account’s Reconciliation tab, exactly like imported CSV lines. From there, the standard workflow applies: clear each line via Match, Find & Match, Create, or Transfer, until the badge reads Reconciled.

See the Bank reconciliation guide for the full walkthrough, worked examples, and bank rules to automate the repetitive coding.

Stopping the feed

To stop the feed, open the account’s Setup Bank Feed page and click Disconnect Feed, then confirm. This removes the saved spreadsheet connection and stops future imports — transactions already imported are kept, and you can set the feed up again at any time by pasting the link once more.

Troubleshooting

• Test Connection fails — check that the link is shared as “Anyone with the link” (Google) or via a OneDrive link (view or edit both work), and that you pasted the full URL. If you set a password on the OneDrive link, anyone opening the link needs that password.
• No new rows appear on Fetch Bank Feed — HSBC updates the spreadsheet on its own schedule; new transactions may simply not have landed yet. Give it a day, or log back into Business Internet Banking to check the feed job’s status under Accounts → Manage Bank Feed.
• New rows appear but weren’t imported — confirm you selected the correct worksheet tab in the feed settings, and that the rows sit under the expected Date | Description | Withdrawal | Deposit columns.