Convert Lloyds bank statement PDF to Excel or CSV

Upload a Lloyds statement PDF and get a clean transaction table — date, description, money out, money in, a signed amount and balance — ready for Excel, Google Sheets, Xero or QuickBooks. Your first statement is free.

AI-Enhanced

Smart parsing understands different bank statement layouts.

Private by design

Your statement is processed privately and deleted after processing — we never keep the file.

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Files deleted after processing

How it works

  1. 1

    Upload your PDF statement

    Drop in a statement from any bank. The file is processed and then deleted.

  2. 2

    We extract every transaction with the correct sign

    Money out becomes a negative amount, money in positive — dates, descriptions and balances kept intact.

  3. 3

    Download Excel or CSV and import anywhere

    Open it in Excel or Google Sheets, or import straight into Xero, QuickBooks or Sage.

What you get

Every conversion gives you an Excel (.xlsx) and a CSV file with these columns:

DateDescriptionMoney OutMoney InAmountBalance
12/09/2026CARD PAYMENT — GROCERIES45.20-45.20954.80

Notes on Lloyds statements

  • Lloyds statements are in GBP with day-first dates.
  • Amounts usually appear in separate money in / money out columns with a running balance, which map to Money In, Money Out and a signed Amount.
  • Payment-type codes in the description (such as DD, FPI or DEB) are kept in the Description column so you can filter on them.

FAQ

Yes. We read the statement layout rather than matching a bank template, so it works with any bank, in any currency.

Yes. Statements are processed in memory and deleted straight after processing. We never store your files and never use them for training.

Text-based PDFs only for now. We read the text inside the PDF, so a scan or photo with no selectable text can’t be converted — and nothing is deducted from your allowance if that happens.

Date, Description, Money Out, Money In, a signed Amount and Balance — as both Excel (.xlsx) and CSV.

Other banks

First statement free. Plans from $12/month, or $5 for a single statement. See pricing

Turn the next statement into a spreadsheet

Convert one statement free — no card. Files are deleted after processing.