StatementCheap

Convert Lloyds Bank statements to Excel, CSV and QuickBooks

Upload a Lloyds Bank PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

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Updated · By the StatementCheap team

How to download your Lloyds Bank statement as a PDF

In the Lloyds app, select the account, open the three-dot menu and choose "Download or print statement". You can also tap the download icon above your recent transactions and pick the month and year. In online banking, select "Statement options" from the account page and choose to download or print. For a credit card, download the PDF in the app, or ask for one through online chat.

Can Lloyds Bank export Excel or CSV directly?

Lloyds' Online for Business help says business customers can export transactions as CSV or QIF: select "Statement" options, then "Export transactions (CSV, QIF)". On the older layout, select "View statement" next to the account first. Personal customers can download a midata file, which Lloyds describes as a 12-month transaction history of a personal current account for use with comparison sites. In online banking, select "More Actions" next to the current account, expand "Account Services", choose "Midata Export" and then "Start download". The personal help pages we checked don't describe a CSV export, so for a personal account the PDF statement is the way to get more than 12 months of history.

What a Lloyds Bank statement looks like

Lloyds publishes an Easy Read guide to the words used on its bank statements, and it explains the transaction codes. BGC, FPI (Faster Payment In) and DEP mark money paid in. FPO (Faster Payment Out) is money taken out, sometimes shown as a bill payment, BP. DEB is a debit card payment, DD a Direct Debit, SO a standing order, CPT a cash machine withdrawal, CSH cash paid in or taken out in a branch, CHQ a cheque, CHG a charge, and TFR a transfer between your own Lloyds accounts. Lloyds says the online version of a paper-free statement looks exactly the same as the one you would get in the post.

Tips for converting Lloyds Bank statements

Lloyds says online banking holds statements up to 7 years old and the app at least ten years, so the app is the place to go for the oldest months.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Why can't I download a Lloyds credit card statement in online banking?
Lloyds says credit card customers need to ask for a PDF statement through its online chat, or download the PDF in the Lloyds app. If you're paper-free, credit card statements go to the card's statement page rather than the Digital Inbox, and some documents, such as annual statements and arrears notices, still come by post.
Can I get statements for a closed Lloyds account?
Yes, for five years after you close it. If you still use the app or online banking through another open Lloyds account, the closed account's history stays in your Digital Inbox. Otherwise, ask for copy statements by post or for collection in branch. Lloyds aims to have them ready within 10 working days of confirming your identity, and five years can run to 60 pages.
Is a paper copy of a Lloyds statement free?
Lloyds says paper copies are free for bank account and savings account customers, and the first copy of a loan statement is free for paper-free customers. In the app, open the account's three-dot menu and select "Order paper statements". In online banking, use "Statement options". Allow up to 10 working days for it to arrive.
Can I convert Lloyds Bank statements to Excel?
Yes. Upload the PDF statement from Lloyds Bank and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Lloyds Bank credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.