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Lloyds statement to Excel, CSV and Xero

Download your Lloyds statement as a PDF from Internet Banking, drop it here and get Excel, CSV, OFX or a Xero import file. Read in your browser, with every file checked against the statement’s balances.

Last checked

Try a sample statement

Exports to Excel · CSV · QBO · OFX · QFX · Xero · Tally

Short answer

Can I download Lloyds transactions as CSV? Yes for recent transactions, PDF for statements.

Lloyds Internet Banking can export recent transactions, but the export is more limited than the PDF statement. Statements are PDFs. Convert them for a full month with balances checked.

Download

Get your Lloyds statement as a PDF

The monthly statement is the complete record, with the opening and closing balances the check needs. These are the usual steps in Lloyds online banking.

  1. 1.Log in to Lloyds Internet Banking and select the account.
  2. 2.Open the statements option for the account. Lloyds’ help page calls it view or download statements.
  3. 3.Choose the statement or the period.
  4. 4.Save the statement as a PDF.
  5. 5.Repeat for each month.

In the mobile app

  • In the Lloyds app, open the account and look for statements.
  • Open a statement and save the PDF.

The layout

What a Lloyds statement looks like

UK statements are day-first, with money in and money out in two columns and a balance that is often printed once a day. The sketch is ours, drawn from public information, and your own statement may differ.

Our sketch · not a real statementPage 1

Opening balance

Money in

Money out

Closing balance

Transactions

DateDescriptionTypeIn (£)Out (£)Balance (£)
Typical Lloyds current account layout, redrawn by us: a short type code, separate In and Out columns, and a balance column.
A type column
A short code column, such as for card, direct debit or transfer, sits between the description and the amounts. It is read as part of the row.
In and out columns
Two amount columns, turned into one signed amount.
Overdrawn balances
An overdrawn balance can be marked with a D or a minus sign. Both are read as negative.
Day-first dates
Dates are written day, month, year.

Import

Import a converted Lloyds statement

Choose the format your software takes. All of them come from the same review, so you can download more than one.

Xero

  1. 1.Download the Xero CSV, or OFX, from the review screen. Choose DD/MM/YYYY for the dates.
  2. 2.In Xero, open Accounting, then Bank accounts. On the account, choose Manage account, then Import a statement.
  3. 3.Pick the file and import, then reconcile as usual.

QuickBooks (QBO) and other software (OFX)

  1. 1.Download QBO for QuickBooks or OFX for most other programs.
  2. 2.In QuickBooks Online: Transactions, Bank transactions, Upload transactions.

Excel or Google Sheets

  1. 1.Download Excel or CSV.
  2. 2.Open it. Dates and amounts come in as dates and numbers.

FAQ

Lloyds statements, answered

What is the “Type” column on a Lloyds statement?
A short code for how the payment was made, like a card payment, direct debit or standing order. It stays with the row, and the amounts come from the In and Out columns.
Does it work for Lloyds business accounts?
A business statement that is a text PDF is read the same way. Layouts differ a little, so check the balance result on the review screen.
Is this affiliated with Lloyds Bank plc?
No. Tableaf is independent and is not affiliated with, endorsed by or sponsored by Lloyds Bank plc. The name is used only to say which statements this page is about. Lloyds and its marks belong to their owners.
Is my Lloyds statement uploaded anywhere?
No. A text PDF is read by code running in your browser and the file you download is built there too. Nothing reaches our servers, and it keeps working offline after your first visit. How we handle your data.
How do I know every Lloyds transaction was read?
Every statement is checked against its printed opening and closing balances. If they don’t add up, the review screen shows “Off by” with the amount and points at the page or the row where the running balance breaks. Any text PDF should work, and that check is how you know it did.
Does it read a scanned or paper Lloyds statement?
Not yet. A scan has no text to read, so it needs OCR on a server, which is planned for paid plans. Statements you download from online banking are text PDFs and work today.

General information, not accounting or tax advice.