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Convert Lloyds Bank statements to CSV or Excel
Turn Lloyds Bank statement exports — PDF or CSV — into clean CSV, Excel, QIF, OFX or JSON. Unlike a plain converter, every transaction comes back matched to a real merchant name with category and confidence, and subscriptions, recurring charges and bank fees are detected automatically.
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Getting your statement out of Lloyds Bank
Lloyds stores statements up to 7 years back in Internet Banking, and its mobile app actually goes further — at least 10 years. Downloads are PDFs reached from a three-dot menu on the account, with a separate, much more limited transaction export.
Download a PDF statement in Lloyds Internet Banking
- Log in to Internet Banking and select the account.
- Select the three-dot menu on the account.
- Choose 'Download or print statement'.
- Pick the statement period and save the PDF.
Download a statement in the Lloyds app
- Open the app and select the account.
- Open the statements option and choose the month and year.
- Download the PDF — you can then save, print or email it from your device.
The app gives access to at least 10 years of statements, further back than the website.
Export recent transactions
- In Internet Banking on desktop, open the account's transaction view.
- Use the export/download option and set your date range.
- Save the file in your chosen format.
Third-party accounting guides report this export is desktop-only and capped to recent activity — it is not a substitute for statement PDFs.
Menu wording shifts between app versions; the destinations above stay stable — confirm against Lloyds Bank's official help. Statements up to 5 MB / 5,000 rows are supported; card numbers are redacted before storage, the original file is deleted within 24 hours, and reports stay in your dashboard only as long as your plan keeps them.
What Lloyds Bank gives you natively
Statements download as PDFs. A built-in transaction export exists in Internet Banking, but converter and accounting guides report tight limits — roughly the last 12 months, capped per download, and desktop-only — so Lloyds does not offer full historical statements in CSV. Credit card customers need to request PDF statements (Lloyds' help suggests using online chat for this). For older spreadsheet data, converting the PDF statements is the practical route.
How far back you can go
Lloyds' help pages state you can access statements up to 7 years old in online banking, while the app goes back at least 10 years — one of the longest in-app archives of any UK bank. For anything older, or for paper copies, contact Lloyds through chat, phone or branch.
Lloyds Bank statement quirks worth knowing
- Lloyds prints a compact type-code column on statements: DEB (debit card), DD (Direct Debit), SO (standing order), FPI/FPO (Faster Payment in/out), BGC (bank giro credit), TFR (transfer between your accounts), CHG (charge), CPT (cashpoint withdrawal).
- Halifax and Bank of Scotland share Lloyds Banking Group infrastructure, so the statement layout and codes are effectively identical across the three brands.
- The app's archive (at least 10 years) is deeper than the website's (7 years) — the opposite of most banks, where the browser wins.
- Statement dates use DD/MM/YYYY; spreadsheet tools with US region settings routinely flip day and month on import.
Don't just convert it — understand it
The same upload also produces a full analysis of your Lloyds Bankstatement: every merchant identified with confidence levels, subscriptions with renewal estimates and yearly cost, duplicate and price-rise flags, bank & FX fees, and a printable report. That's the part a plain converter can't do.
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Convert your statement — and understand it too
A free account converts a statement page every day to CSV, Excel, QIF or OFX — with every transaction matched to a real merchant name, not a cryptic descriptor. No card required; files deleted after 24 hours.
No bank logins · card numbers redacted before storage · everything deleted after 24 hours
Frequently asked questions
How do I download a Lloyds statement as a PDF?
Log in, select the account, open the three-dot menu and choose 'Download or print statement', then pick the period. The app works similarly: open the account, choose the statement month and download.
How far back do Lloyds statements go?
Up to 7 years in online banking and at least 10 years in the mobile app, according to Lloyds' help pages.
Can I export Lloyds transactions to CSV or Excel?
Only within tight limits — the desktop export covers roughly the last year and caps transactions per download, per accounting guides. For full months or older periods, download the PDF statement and convert it.
What does DEB mean on a Lloyds statement?
DEB marks a debit card payment. It sits alongside codes like DD (Direct Debit), SO (standing order), FPI/FPO (Faster Payments in/out) and CPT (cash machine withdrawal).
How do I convert a Lloyds Bank statement to CSV or Excel?
Download a statement from your Lloyds Bank app or online banking (PDF or CSV both work), upload it above, and download the result as CSV, Excel, QIF, OFX or JSON. Every transaction is parsed, and merchants are identified automatically.
Does it work with Lloyds Bank PDF statements?
Yes. Structured exports are parsed exactly; PDF layouts go through AI structure analysis, and scanned PDFs are read page-by-page with AI vision — every date and amount is re-validated by code afterwards.
Is my statement safe?
Card and account numbers are redacted before anything is stored, the original file is deleted within 24 hours on every plan, analysed reports stay in your dashboard only for your plan's retention period (24 hours on Free), and we never ask for your bank login.
Is it free?
Converting a statement is free with an account (1 page per 24 hours). Paid plans add more pages, bulk uploads and AI web research on stubborn merchants.