Convert Lloyds Bank statement to Excel

Upload the statement PDF and download an Excel file with one transaction per row: date, description and amount in separate columns (and the balance, when the statement shows it).

Secure

Your bank statements aren't shared with anyone and are encrypted in transit. Password-protected PDFs open in your browser. How we handle your files

Built for firms

For accountants and bookkeepers who reconcile accounts every month: one transaction per row and the same columns every time.

Accurate

We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.

How do you convert your Lloyds Bank statement to Excel?

Upload a Lloyds Bank statement from the app or from online banking to ExtractPro and download an Excel workbook (.xlsx) in which every transaction has its own row, while date, description and amount sit in separate columns (plus the balance, when the statement shows it). Lloyds Bank says “View your statement, save it as a PDF or print a copy.” Its footer reads “Lloyds and Lloyds Bank are trading names of Lloyds Bank plc.”, and its help pages are at lloydsbank.com.

How to download your Lloyds Bank statement from Statement options or the app’s three-dot menu

  1. In the app, log in and select the account you want to view.
  2. Select the three-dot menu.
  3. Select Download or print statement to save or print.
  4. In online banking, log in and select Statement options from your account page.
  5. Choose to print, download or order a paper copy.

“Log in and select ’Statement options’ from your account page.”

Lloyds Bank: Download statements ·

Step-by-step guide: How to download a Lloyds Bank statement

How it works

3 steps, in seconds

01

Download the statement

Get the statement for the period from Lloyds Bank; if it comes as a PDF, that is the file to upload.

02

Upload it to ExtractPro

If the PDF is password-protected, enter the password and the file unlocks in your browser. The password never reaches our servers.

03

Download the Excel file

One transaction per row, with date, description and amount in separate columns (and the balance, when the statement shows it).

FAQ

About Lloyds Bank statements

01

Can I convert a Lloyds Bank statement saved as a PDF?

Yes. Use the Download or print statement option in the Lloyds Bank app, or Statement options in online banking, then upload the saved file as it is. The Excel sheet that ExtractPro gives back has every transaction on its own row.

02

How many years of Lloyds Bank statements can I open online and in the app?

Lloyds Bank says “In online banking, you can access statements up to 7 years old. In our app, you can go back at least ten years.” The two windows differ, so the app reaches back further than online banking.

03

Does Lloyds list a transaction export for business customers?

For Lloyds Business Banking, the help page “View your bank statements” asks “Can I export my transactions in CSV or QIF?” and lists “Log in to Online for Business.”, “Select 'Statement' options.” and “Go to 'Export transactions (CSV, QIF)'.” That is a business-banking export; the bank statement from the app or online banking is the document ExtractPro converts.

Your Lloyds Bank statement, in Excel

Free during launch. Upload the PDF and download the Excel file.

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