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Convert Halifax statements to Excel or CSV

Halifax's own CSV export only covers recent transactions, so statements for past months have to come from the PDFs in Online Banking or the app. BankConv turns each PDF into Excel, CSV or Google Sheets and keeps the Type column, with codes like DD, SO and FPO, next to each payment. Money in is printed before money out, so check one known payment before you sign the amounts.

Updated

Download your Halifax statement

  1. 1.Log on to Halifax Online Banking (halifax.co.uk) or the Halifax app.
  2. 2.Select the account, then open the account menu (usually the three dots).
  3. 3.Look for the option to download or print a statement, then choose the month.
  4. 4.Save the PDF, and repeat for each month.

Do you need to convert at all?

Halifax Online Banking usually lets you export the transaction list from a computer, with CSV as the spreadsheet format and money-software formats in some views.

Recent transactions only, from Online Banking on a computer rather than the app. Statements for past months are PDF only.

Halifax export formats: CSV, QIF

What to know about Halifax PDFs

A Type column with short codes
Halifax statements usually include a Type column with codes such as DEB (debit card), DD (direct debit), SO (standing order), FPI and FPO (Faster Payments in and out) and BGC (bank giro credit). Keep the column; it makes filtering and categorising quick.
Money in comes before money out
Halifax usually prints Money In (£) before Money Out (£), which is the reverse of Barclays and some other UK banks. Check one known payment against the PDF before you make a signed amount column.
Same layout as Lloyds and Bank of Scotland
Halifax is part of Lloyds Banking Group, and its statements usually look much like Lloyds and Bank of Scotland statements. If you convert statements from several of these banks, the columns should line up, but check the column order once per bank.

How to get Halifax statements into Excel

Halifax has two routes, and which one you need depends on how far back you’re going.

  1. Recent transactions: in Online Banking on a computer, open the account and look for an export option above the transaction list. Choose CSV.
  2. Past statements: download the PDF for each month, upload them to BankConv and export Excel or CSV.

Use the PDF route when a mortgage broker, landlord or accountant asks for full statements. The statement carries the opening and closing balances, which a transaction export doesn’t.

A Halifax statement converted to rows, with the Type column kept.

What to check after converting

A Halifax statement downloaded from Online Banking is usually a text-based PDF. Check three things before you import:

  • Totals: add up Money In and Money Out and compare them with the summary at the top of the statement.
  • Closing balance: the last balance should match the closing balance on the PDF.
  • Type codes: filter by DD and SO to confirm your regular payments all came through.

If you also bank with Lloyds, the Lloyds statement guide covers the same layout. For Xero, see how to import a bank statement into Xero, and for other banks see UK bank statements.

How to convert a Halifax bank statement to ExcelVideo coming soon · 1:10

Sources: Halifax: View or download statements

Product screenshotBankConv results page after converting a Halifax statement (anonymised): rows table, format switch and export button.
A Halifax statement converted in BankConv

Columns you get

DateDescriptionTypeMoney In (£)Money Out (£)Balance (£)
04 Sep 26TESCO STORES 3021DEB26.751,173.25
05 Sep 26ACME LTDBGC2,100.003,273.25
08 Sep 26EE LIMITEDDD38.003,235.25
10 Sep 26J SMITH RENTFPO650.002,585.25

Sample rows in Halifax'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.

How we handle your data

Halifax statement questions

Can I download Halifax statements as CSV?

You can usually export recent transactions as CSV from Online Banking on a computer. Statements for past months are PDFs, which BankConv converts to CSV or Excel.

What do DEB, DD and FPO mean on a Halifax statement?

They are transaction types. DEB is a debit card payment, DD a direct debit and FPO a Faster Payment out. FPI is a Faster Payment in and SO a standing order.

Can I convert several Halifax statements at once?

Yes. Upload up to 10 PDFs in one batch, then combine the rows in one spreadsheet.

Other United Kingdom banks

  • Barclays
  • HSBC UK
  • Lloyds Bank
  • NatWest
  • Santander UK
  • Nationwide
  • Monzo
  • Starling Bank
All United Kingdom banks