Check what Lloyds Bank gives you first
A file straight from your bank will always be more accurate than one reconstructed from a PDF, so it is worth two minutes to check before converting anything. Lloyds Bank offers CSV, and Quicken and Money formats, covering typically the last 12 to 24 months. If the period you need sits inside that, use it and skip this page.
Lloyds handles the common cases well: a CSV covering the last year or two is a couple of clicks away. The awkward requests are the ones that reach further back, and those are what letting agents, mortgage lenders and HMRC enquiries tend to ask for. Past the export window the statement PDF is the record.
Downloading the statement from Lloyds Bank
Statements live in the Statements tab for the account in Lloyds Internet Banking or the mobile app, and the online archive runs to five to seven years at the time of writing. Pick the period you need and download the PDF rather than printing to PDF from a screen, because a printed screen loses the transaction table structure the converter reads.
If the account has been closed, or the statement was forwarded to you by someone else, you will not have online banking access at all. That is the most common reason people end up converting a PDF: it is the only copy that exists.
Converting it to Excel or CSV
- Upload the Lloyds Bank PDF to the converter above. Several months in one file is fine, and so is a JPG or PNG if all you have is a scan or a photo. Password-protected PDFs work; enter the password when prompted and it is not stored.
- The pages are read, with OCR where the statement is a scan rather than text.
- Check the transactions on screen against the statement before you download anything.Lloyds Bank statements typically carry Transaction Date, Transaction Type, Sort Code, Account Number, Transaction Description, Debit Amount, Credit Amount and Balance.
- Download the CSV and open it in Excel, Google Sheets, Numbers or LibreOffice, or import it into QuickBooks, Xero, FreshBooks or Sage.
Your first conversion runs without an account. A free account adds 7 free pages, and the monthly plans are priced by page count if you are working through years of statements or several clients.
What happens to your Lloyds Bank statement
Uploads travel over a 256-bit encrypted connection. There is no long-term file storage: the statement sits on the server only long enough to be read and is deleted 24 hours after upload. Conversion is fully automated, so no member of staff opens it, and nothing goes to a third party. The full privacy policy sets out the detail.
Reading a Lloyds Bank statement once it is in columns
Lloyds exports and statements carry a fuller set of fields than most UK banks, including sort code and account number alongside the transaction type and separate debit and credit amounts. Transaction types appear as short codes: DEB for debit card, DD, SO, FPI, FPO, BGC and TFR among them. Because the sort code and account number are per-row, a statement covering several linked accounts can be split cleanly by account once it is in a spreadsheet, which is not practical in the PDF.
Who converts Lloyds Bank statements, and why
Lloyds has a large small-business and sole-trader base, and that is most of what gets converted: quarterly VAT, annual self-assessment, and accountants onboarding a client who arrives with a folder of PDFs rather than a login. The twelve to twenty-four month export limit means the first year of any new client relationship almost always involves converting something.
Lloyds Bank statement converter FAQs
How do I convert a Lloyds Bank bank statement to Excel?
Download the statement PDF from the Statements tab for the account in Lloyds Internet Banking or the mobile app, upload it to the converter on this page, check the transactions it pulls out, and download the CSV. Excel opens a CSV natively, so you can save it as .xlsx from there if you want the native format. Your first conversion does not need an account.
Does Lloyds Bank let me download a statement as CSV or Excel directly?
Lloyds Bank offers CSV, and Quicken and Money formats, covering typically the last 12 to 24 months. If what you need falls inside that window, use it, because a file straight from your bank will always be the most accurate. A converter is for everything outside it. Check your online banking, since banks change these limits.
How far back do Lloyds Bank statements go online?
Five to seven years, at the time of writing, available from the Statements tab for the account in Lloyds Internet Banking or the mobile app. That archive is PDF, which is the gap a converter fills.
Can I convert a scanned or photographed Lloyds Bank statement?
Yes. Scanned PDFs, JPG and PNG files all go through OCR, so a statement that was printed and scanned back in works, and so does a clear phone photograph. Use the original PDF when you still have it, since text-based PDFs are read directly and tend to be the most accurate.
Is it safe to upload a Lloyds Bank statement?
Uploads travel over a 256-bit encrypted connection, and the file is deleted from our servers 24 hours after upload. Conversion is fully automated, so no member of staff opens your statement, and nothing is passed to a third party.
What columns will the converted Lloyds Bank file have?
Lloyds Bank statements typically carry Transaction Date, Transaction Type, Sort Code, Account Number, Transaction Description, Debit Amount, Credit Amount and Balance. The converter maps those into spreadsheet columns, so the output matches the shape of the statement you uploaded.
Other banks
The converter is not working from a list of banks, so any statement will upload. These pages cover the export limits and statement archives bank by bank.
United States
Chase, Bank of America, Wells Fargo, Citibank, Capital One, U.S. Bank, PNC Bank, TD Bank. Or start from the main bank statement converter.
United Kingdom
Barclays, HSBC UK, NatWest, Santander UK, Halifax, Nationwide, Monzo. Or start from the main bank statement converter.