Convert a Lloyds Bank statement to Excel
Lloyds Internet Banking can export recent transactions, but its limits make the PDF statement the practical source for anything longer.
No statement to hand? Try a sample: ·
Downloading the PDF
In Internet Banking on desktop, select the account, open the account menu, choose to download or print a statement and pick the period. Several years of statements are kept online.
The CSV export is limited
The transaction export is desktop-only and covers a limited recent window with a capped number of rows per file (reported as 12 months and 150 transactions; confirm current limits with Lloyds). For a full year, converting the monthly PDFs is more reliable.
Layout notes
Lloyds statements typically use Date, Description, Type, In, Out and Balance columns, where Type is a short code such as DD or FPI. RowBalance keeps the description together, reads UK dates and checks the running balance.
How to do it
- Download the Lloyds PDF statements.
- Drop them above and check the balance badges.
- Export Excel or CSV, or OFX, QBO and Xero CSV on a paid plan.
Excel and CSV are free for up to 5 pages a day. QuickBooks, Xero and OFX files and batch conversion are on paid plans, from a $9 one-off pass: see pricing or go back to the converter.
Questions
How do I export a full year of Lloyds transactions?
Download the twelve monthly PDFs and convert them in a batch on a paid plan, merging into one file.
Is RowBalance affiliated with Lloyds?
No. Lloyds Bank is a trademark of Lloyds Banking Group, used only to describe compatibility.