Convert Halifax Bank Statement to Excel
Halifax current account statements follow the Lloyds Banking Group pattern — Date, Payment type, Details, Money out, Money in, Balance — with Halifax-specific touches like Reward payment credit lines on Reward accounts. The converter reads the two-column money layout, assigns Debit/Credit, and validates against the balance column; DD/MM dates are handled natively so early-month dates never flip.
Statements download from Halifax Online Banking or the app: select the account, open Statements, choose the period, and save the PDF (multi-year archive available). Everything below is processed in your browser only. For landlords and sole traders using a Halifax personal account for business income, the Excel output — debits, credits, totals — drops straight into self-assessment workings.
Drop your Halifax statement here (PDF or photo)
Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).
Free for your first 5 pages each month · Processed on your device · Balance-verified output
Halifax statement FAQ
How do I download my Halifax statement as PDF?
Log in to Halifax Online Banking or the app, choose the account, open Statements, select the period, and download. Halifax keeps several years of statements online.
Do Halifax Reward payments convert?
Yes — the monthly Reward credit appears as a dated line and converts into the Credit column, clearly labelled, so reward income is separable from other deposits.
Is Halifax’s format the same as Lloyds?
Very close — both are Lloyds Banking Group layouts with payment-type codes and Money out/in columns. Either page’s converter handles both; each page documents its own bank’s specifics.