Statement to SheetStatement to Sheet › Lloyds
Convert a Lloyds Bank statement PDF to Excel or CSV
Get transactions from a Lloyds Bank statement into Excel or CSV in your browser, with a balance check on every line.
| # | Date | Description | Amount | Balance | Check |
|---|
Did your statement not convert correctly? Download an anonymised layout file and email it to us. It keeps only where text sits on the page: every letter becomes x and every digit becomes 9, so no names, numbers or amounts are included.
Saved. Attach the -layout.json file to the email. Open it first if you want to check what it contains.
Lloyds statements typically show the date, a description, a transaction type, money in, money out and the balance. The converter keeps the type code in the description, turns money out into negative amounts and checks each row against the running balance.
If you need a year of transactions for a tax return or a loan application, convert each monthly statement and paste the rows into one sheet. Each month is checked on its own, so a gap between statements is easy to spot.
How to get the PDF and convert it
- Sign in to Lloyds online banking on a computer (the website is usually easier than the app for saving files).
- Open the account and look for Statements.
- Choose the month and download the statement as a PDF.
- Drop the file into the converter above.
What the converter checks
- Money out becomes negative and money in positive.
- The transaction type stays in the description.
- Every row is compared with the printed balance.
FAQ
Is my statement sent to a server?
No. The PDF is opened by PDF.js inside your browser tab and never leaves your device.
Which export formats are available?
Excel (.xlsx), a standard CSV, a debit/credit CSV, QuickBooks Online CSV and Xero CSV.