Convert Lloyds Bank PDFs to CSV

The fastest way to get Lloyds Bank data into Excel or Xero.

Drop Lloyds PDF here

Accurate column detection for UK dates

Also works with

Halifax
Barclays
NatWest
RBS

Convert Lloyds Bank Statements to CSV/Excel

Lloyds Bank allows CSV downloads for recent transactions, but if you need older data or only have the PDF e-statements, you are stuck. Manually typing data into Excel is slow and risks swapping the “Paid In” and “Paid Out” columns.

The Privacy Standard: UK businesses must comply with GDPR. Uploading client bank data to random online converters is a compliance risk.

The SafeStatement Solution: Our tool converts Lloyds PDFs into Excel/CSV entirely offline. It correctly handles the UK date format (DD/MM/YYYY) and separates transaction descriptions for easy reconciliation in Xero or Sage.

Why SafeStatement for Lloyds?

  • ✖ Lloyds Online: Limited CSV history
  • ✔ SafeStatement: Convert historic PDFs instantly
  • ✖ Others: GDPR Compliance risks
  • ✔ SafeStatement: Zero Data Uploads (Secure)

How to Export Lloyds PDF to Excel

Turn your PDF statements into a clean spreadsheet in 3 steps.

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1. Download PDF

Log in to Lloyds Online Banking. Select “View Statement” and download the PDF copy of your statement.

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2. Convert Offline

Drag the file into the tool above. Our engine identifies the Lloyds layout and extracts the transaction table.

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3. Get Data

Download the .xlsx file. You can now sort expenses by payee or date for your tax return.

Compatible with Lloyds Accounts

  • Classic & Club Lloyds Accounts
  • Lloyds Business Banking
  • Student & Graduate Accounts
  • Lloyds Credit Cards
  • Cashpoint® Savers
  • Fixed Bond Statements
  • Commercial Banking PDFs
  • Currency Account Statements
  • Smart Start Accounts

Frequently Asked Questions

Can I import this into FreeAgent or Xero?
Yes. The exported Excel file uses a clean structure. You can map the “Date”, “Description”, and “Amount” columns directly to the import template of FreeAgent, Xero, or QuickBooks UK.
Is my financial data safe?
Yes. SafeStatement uses client-side processing. Your Lloyds statements are converted inside your own browser and are never uploaded to our servers. This ensures full privacy and GDPR compliance.