Download your Halifax bank statement PDF and convert every transaction to a clean Excel or CSV file in seconds — HMRC, Xero, and mortgage broker submissions all covered.
Go to halifax.co.uk and sign into Online Banking
Click your current, savings, or credit card account
Select "Statements" from the account menu
Choose the month and click Download PDF — no password needed
Lloyds Banking Group: Halifax, Lloyds Bank, and Bank of Scotland share the same statement PDF format. All three convert identically with this tool.
| Section | What It Contains |
|---|---|
| Account Summary | Account holder name, sort code, account number (masked), statement period |
| Transaction Table | Date | Description | Money in | Money out | Balance |
| Faster Payments | Payee name and reference |
| Direct Debits | Company name and mandate reference |
Here is a real example of how raw PDF bank statement text is transformed into a clean Excel file:
| Raw PDF → Clean Excel | |
|---|---|
| Raw PDF text (messy) | Clean Excel output |
| 06/15/2026 DIRECT DEP PAYROLL ACME CORP 2,450.00 8,912.40 | Date: 2026-06-15 Description: Direct Deposit — Payroll, Acme Corp Credit: 2450.00 Balance: 8912.40 |
| 06/18/2026 DEBIT CARD PURCHASE AMAZON.COM 54.99 8,857.41 | Date: 2026-06-18 Description: Debit Card Purchase — Amazon.com Debit: 54.99 Balance: 8857.41 |
Dates standardised to YYYY-MM-DD. Currency symbols removed. Debit and Credit in separate columns. Ready for Excel, QuickBooks, Xero, or accountant review.
Every major UK bank statement format is auto-detected. DD/MM/YYYY dates converted, sort codes preserved in narrations, £ GBP amounts as plain numbers — ready for Xero, Sage, or HMRC submission.
All major high-street bank PDFs supported. Faster Payments and BACS references preserved.
Digital bank and building society formats both covered.
🇬🇧 Use cases: HMRC Self-Assessment • Xero & FreeAgent import • Mortgage broker submission • UKVI visa evidence
→ Dedicated UK Bank Statement Converter
Whether you are in India or an NRI abroad using an Indian bank account, upload your PDF and get a clean Excel file instantly — HDFC password prompts handled automatically.
All major Indian bank PDFs auto-detected. Password-protected statements unlocked automatically. Indian number system (1,23,456.00) converted to standard Excel format.
NRE/NRO account statements from Indian banks convert the same way — full UPI, NEFT, and IMPS narration text preserved for income proof and tax filing.
🇮🇳 Use cases: ITR filing & income proof • Tally Prime reconciliation • GST return verification • CA bookkeeping
→ Dedicated Indian Bank Statement Converter
All major US bank statement PDFs auto-detected. MM/DD/YYYY dates standardised, $ USD amounts as plain numbers, single signed-amount columns split into Debit/Credit automatically.
All major US bank formats including 2024–2025 redesigned layouts.
US neobank PDF and statement exports both handled.
🇺🇸 Use cases: QuickBooks Online import • Schedule C expense categorisation • Mortgage underwriting • SBA loan cash flow