Convert Lloyds Bank statements to Excel or CSV
Lloyds Bank offers a 12-month Midata export for personal current accounts, which covers the recent past. For anything older the statement is the record: up to seven years in online banking and at least ten in the app. This page is for anyone turning those PDFs into Excel or CSV, whether for a tax return, a lender or a business's books.
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How to get your Lloyds Bank statement into Excel
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Download the PDF statement from Lloyds Bank online banking
- Log on to Lloyds Bank online banking or the Lloyds app.
- Online, select 'Statement options' from 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.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your Lloyds Bank statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about Lloyds Bank statements
Midata covers twelve months
The Midata Export, under More Actions and Account Services, gives 12 months of transaction history for a personal current account. Beyond that, or for other account types, you're working from statement PDFs, and converting them produces a comparable table that follows the bank's own statement periods.
Payment type beside the description
Lloyds statements print a payment type, such as DD, FP or MOBILE, apart from the description. Copied out, the type often drifts into its own row or column. The converter keeps it with the transaction it belongs to, so you can still filter by it later.
Uneven column spacing
Irregular spacing in the PDF makes amounts shift between columns when you paste them, and a payment can turn up as a receipt. Each row in the output carries one signed amount instead, and because the rows must add up to the closing balance, anything that moved gets caught.
Ten years in the app
Online banking stops at seven years; the app goes back at least ten. For long jobs, such as an estate or a historic tax review, the app is where to look, and once uploaded, a batch of statements is checked for gaps.
Output and review
From Lloyds Bank PDF to your books
Accounting tip
FreeAgent is strict about CSV statements: exactly three columns in the order date (dd/mm/yyyy), amount, description, with no header row, no quote marks and no commas inside amounts or descriptions. Start from the QuickBooks-ready CSV, whose dates already come out as dd/mm/yyyy, then swap the last two columns and delete the header row.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
Lloyds Bank statement questions
Is the Lloyds Midata file the same as a statement?
How far back do Lloyds Bank statements go?
Can I import converted Lloyds Bank rows into QuickBooks or Xero?
Convert your Lloyds Bank statement to Excel
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