Lloyds · personal and business
Convert your Lloyds statement PDF to CSV or Excel
Download your Lloyds 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 Lloyds 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 |
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Statements
| Period | File | Opening | Closing | Rows | Used as |
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| Date | Description | Paid in | Paid out | Balance | From |
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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.
Lloyds support is in beta, which means we haven’t yet tested a real Lloyds statement. Check whether your statement has a Type column with short codes beside each transaction: if it does, the converter joins those codes into the description rather than mistaking them for amounts. The balance check tells you whether every row was read.
How to download your Lloyds statement as a PDF
- Log on to Lloyds internet banking and pick the account.
- Look for View statements or Statements.
- Choose the month and download or save the statement as a PDF.
- In the Lloyds app, statements are usually under the account’s options; save the PDF to your phone or share it to your computer.
Lloyds, Halifax and Bank of Scotland are all part of Lloyds Banking Group, and their online banking works in a similar way.
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 Lloyds statement
Check your statement for a date, a description, money in, money out and a running balance, and whether there is a separate Type column. Where type codes are printed, you may see codes such as DD (direct debit), SO (standing order), FPI and FPO (Faster Payments in and out) and DEB (debit card).
Which export to choose
Choose the CSV for Excel for personal records. Lloyds business customers using Xero or QuickBooks should choose the matching layout.
Common issues with Lloyds statements
- Type column. If your statement has a Type column, its codes are joined into the description in the CSV, so you can still filter on them.
- Beta layout. If a row is flagged, compare it with the PDF and send a layout report from the converter.
- Template look-alikes. Some “Lloyds statement” PDFs circulating online were made in Word. The converter may flag those as not produced by a bank.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Lloyds statements may already convert. But we haven’t yet tested a real Lloyds 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 Lloyds is tested, it will be announced on the updates page.
StatementToCSV is independent and not affiliated with or endorsed by Lloyds. The name is used only to describe the statements the converter reads.
Questions people ask
Does StatementToCSV work with Lloyds statements?
Lloyds is in beta. If your statement has a Type column, its codes are joined into the description, and the balance check shows whether a statement was read completely.
What do FPI and FPO mean?
Faster Payment in and Faster Payment out: bank transfers received and sent.
Do Halifax and Bank of Scotland statements work too?
They are in the same banking group and also in beta. See our Halifax and Bank of Scotland pages.