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Convert Halifax bank statements to Excel or CSV

Halifax keeps statements up to seven years old in Online Banking and at least ten years back in the app, which surprises people who only ever log in on a computer. Neither gives you an old statement as a spreadsheet, though. Upload the PDFs here to get the transactions into Excel or CSV for Self Assessment, a mortgage application or your bookkeeping.

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How to get your Halifax statement into Excel

  1. Download the PDF statement from Halifax online banking

    • Log on to Halifax Online Banking or the Halifax app.
    • Online, select 'Statement options' on your account page; in the app, select the three dot menu, then 'Download or print statement'.
    • Choose to download the statement for the period you need.
    • Save the statement for the period you need as a PDF.
    Go to Halifax Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your Halifax statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · GBP
Sample bank statement rows with made-up data, amounts in GBP
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about Halifax statements

The app goes further back

Online Banking offers statements up to seven years old; the app goes back at least ten. If an older statement seems to be missing on the website, look in the app before asking for a copy. Either way you end up with a PDF, which converts the same way.

Dates like '15 Jan'

Dates are printed as day and short month, with the year left to the statement period. The converter works the year out from that period and writes YYYY-MM-DD, so a statement that crosses New Year doesn't put January's direct debits in the wrong year.

A balance after every line

There's a running balance after each transaction, and on a pasted statement it's easily mistaken for the amount, especially where debit and credit figures sit at different positions. The output keeps balance and amount in separate columns, and the balances are reconciled through to the closing figure.

Card payments that wrap

Card payment descriptions often wrap across more than one line. Pasted into a spreadsheet, the second line becomes a row with no date or amount. The conversion joins it back to its transaction, so filters and matching rules in your software see the whole merchant name.

Output and review

From Halifax PDF to your books

Accounting tip

QuickBooks Online in the UK accepts a CSV with three columns, Date, Description and Amount, which is how the QuickBooks-ready file is laid out. Each upload is limited to 1,000 lines and 350 KB, so split several years of statements into a few files.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

Halifax statement questions

Where are my older Halifax statements?
Online Banking shows statements up to seven years old, and the app at least ten years back. Download the ones you need as PDFs and upload them here. When a batch spans several years, missing or overlapping months are flagged before you export.
Why do my amounts land in the balance column when I paste them?
Debit, credit and balance figures don't sit in neat, fixed columns once the PDF's text is copied, so values slide sideways. Converting avoids that: each transaction gets one signed amount and its own balance, and the balances are tested against the statement's totals.
Can I import converted Halifax rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your Halifax statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.

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United Kingdom

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