Convert Halifax statements to Excel and CSV
To convert a Halifax statement to Excel or CSV, upload the PDF, scan or photo to statement.work and export the transactions with date, description, signed amount, running balance and a category, which makes it easier to separate business from personal spending.
Not affiliated with Halifax. statement.work is an independent tool. Halifax is a trademark of its owner and is named here only to describe the statements this page is about.
About Halifax statements
Halifax is a UK bank brand that is part of Lloyds Banking Group. It is best known for personal current accounts, savings and mortgages, which means Halifax statements often reach accountants from sole traders and landlords whose business income and spending runs through a personal account.
What the statements typically contain
- Your account details (sort code and account number) and the statement period.
- Opening balance, money in and money out totals, and closing balance.
- A transaction table with date, description, payment type, money in, money out and balance.
- Short payment-type codes for many transactions, with a key on the statement.
Check your own statements for details; designs vary and change over time.
Common conversion problems
- Mixed business and personal spending. The conversion is the easy part. The real work is deciding which transactions are business. A category on every row makes that a sorting job rather than a reading job.
- Payment-type columns. An extra column between description and amounts shifts values when copied. statement.work keeps each amount with its transaction.
- Rent and mortgage flows. For landlords, rent received and mortgage payments on the same account need clear categories to total correctly.
- Paper statements. Older records are often paper. A clear photo or scan of each page works.
How to convert it
- Download statement PDFs from online banking, or scan or photograph paper statements.
- Upload them to statement.work.
- Review the transactions and mark business versus personal with categories.
- Export to Excel or CSV.
- Check the closing balances.
For tax returns
If you’re preparing a return from a personal account, convert the full tax year, categorize, and total the business categories. The tax preparation page and the categorization guide walk through it. If you also bank with Lloyds, its statements convert to the same columns.
Questions
Is Halifax part of Lloyds?
Yes. Halifax is part of Lloyds Banking Group, alongside Lloyds Bank and Bank of Scotland. Its statements are its own design, and statement.work converts both brands to the same columns.
I use my personal account for business. How do I separate the two?
Convert the statements, then categorize each transaction as business or personal. A category column makes it simple to total the business side for your accounts or tax return.
Is statement.work affiliated with Halifax?
No. statement.work is independent and is not affiliated with or endorsed by Halifax or Lloyds Banking Group.