Halifax · United Kingdom
Convert Halifax bank statements to Excel, CSV & QBO
Convert Halifax bank statements (PDF or scanned) to Excel, CSV, QBO or OFX, reconciled against the balance on. Free for 20 pages a month.
Quick answer
Download your Halifax bank statement as a PDF from Halifax Online Banking under Statements, upload it to StatementPilot, and export Excel, CSV, QBO, OFX or QIF. We check that the "Balance on" plus every transaction equals the "Balance on" so you know nothing was missed.
What a Halifax bank statement looks like
Halifax statements share the Lloyds Banking Group layout with a Type column (DEB, FPO, DD, SO) and Money In / Money Out columns.
UK statements usually start with a 'balance brought forward' line, list Paid out / Paid in / Balance columns and end with 'balance carried forward'. Dates are often printed as '05 Jan 24'.
How to convert a Halifax statement
- Sign in to Halifax Online Banking under Statements and download the statement for the period you need as a PDF (not a screenshot).
- If the PDF is password-protected, open it and save an unprotected copy first.
- Upload one or several months to StatementPilot. Scanned or photographed statements are read with OCR.
- Check the reconciliation panel: the "Balance on" plus deposits minus withdrawals should equal the "Balance on".
- Export to Excel or CSV for analysis, or QBO/OFX/QIF to import into Xero, Sage and QuickBooks Online.
Dates, amounts and account numbers in the UK
Amounts use 1,234.56. Many UK statements mark credits with 'CR' or show overdrawn balances with 'OD' or 'D' rather than a minus sign. We read the date order from the statement itself and default to DD/MM/YYYY for United Kingdom, so 03/04 is never silently swapped.
Accounts are identified by a six-digit sort code and an eight-digit account number. Only the masked or last digits are carried into QBO/OFX files, as those importers expect.
Importing Halifax transactions into your accounting software
Accountants in the UK most often import into Xero, Sage, QuickBooks Online and FreeAgent. Choose QBO for QuickBooks, the Xero CSV for Xero, OFX for most other packages, or Excel/CSV for anything else.
When your bank feed only goes back a few months, converted Halifax statements fill the gap for older periods without manual typing.
Why statements are still needed
Open Banking makes CSV downloads common for recent months, but PDF statements remain the standard for older periods, audits and mortgage applications.
Frequently asked questions
Can I convert a Halifax bank statement to Excel?
Yes. Upload the PDF and download an .xlsx file with date, description, amount and balance columns plus a summary sheet showing the balance on, balance on and reconciliation result.
How do I get my Halifax statement as a PDF?
Statements are available in Halifax Online Banking under Statements. Choose the statement period and download or save it as a PDF; a printed copy can also be scanned or photographed and uploaded.
Can I import Halifax transactions into Xero?
Yes. Export the converted statement in the format Xero accepts (QBO, OFX or a formatted CSV) and import it as a bank statement file. Dates are written in the format your software expects.
Do I need a Halifax template?
No. StatementPilot doesn't rely on bank-specific templates, so redesigned Halifax statements and older layouts both work. The reconciliation check confirms nothing was missed.
Halifax at a glance
- Institution type
- Bank
- Headquarters
- Halifax, United Kingdom
- Where to download statements
- Halifax Online Banking under Statements
- Balance labels on the statement
- Balance on → Balance on
- Currency
- GBP (pounds sterling)
- Typical date format
- DD/MM/YYYY
Convert your Halifax statements now
20 free pages every month. No credit card. Every export format included.