Halifax · personal
Convert your Halifax statement PDF to CSV or Excel
Download your Halifax statement as a PDF, choose it below, and get a CSV with every balance checked. Read in your browser, never uploaded.
Beta Not yet tested on real Halifax statements. What that means
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
Halifax is in beta: we haven’t tested a real Halifax statement yet. Halifax belongs to Lloyds Banking Group, but each brand’s statements need their own testing. If your statement has a separate Type column with short codes, the converter joins those codes into the description rather than mistaking them for amounts.
How to download your Halifax statement as a PDF
- Sign in to Halifax online banking.
- Choose the account and look for View statements or Statements.
- Select the month and download or save the PDF.
- In the Halifax app, statements are usually available from the account’s options.
If you’ve had the account a long time, the earliest statements may only be available on paper.
Menu names change from time to time and can differ between the app and the website. If you can’t find statements, search for “statements” in the app or online banking help.
What to check on your Halifax statement
Check your statement for a date, a description, money in, money out and a running balance, and for a Type column. If codes such as DD, SO, FPI, FPO or DEB are printed, they end up in the description column of the CSV.
Which export to choose
Most Halifax customers want the CSV for Excel. Choose Xero or QuickBooks if you are a sole trader keeping the account in accounting software.
Common issues with Halifax statements
- Type codes. If a Type column is printed, its codes are joined into the description so they don’t get mixed into amounts.
- Beta layout. If the check flags a row, compare it with the PDF and send a layout report.
- Clarity Credit Card. Credit card statements are laid out differently from current accounts and haven’t been tested.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Halifax statements may already convert. But we haven’t yet tested a real Halifax statement, so we don’t claim support. Verified means every extracted row adds up to the balances printed on the statement. If you don’t see Verified, the converter shows you where the balances stopped adding up.
You can help: click Help us support this layout under the result. It creates a report of the statement’s layout in your browser, with every name, amount, reference and account number replaced by x and 1. Email it to support@statementtocsv.co.uk. When Halifax is tested, it will be announced on the updates page.
StatementToCSV is independent and not affiliated with or endorsed by Halifax. The name is used only to describe the statements the converter reads.
Questions people ask
Does StatementToCSV work with Halifax statements?
Halifax is in beta. If your statement has a Type column, its codes are joined into the description, and the balance check shows whether each statement was read fully.
Is Halifax the same as Lloyds?
Both are part of Lloyds Banking Group and their statements look similar, but each is marked tested only after its own real statements have been checked.
Can I convert a Halifax savings statement?
If it lists transactions with a running balance, yes. It hasn’t been tested yet.