Convert Lloyds Bank Statements to Reviewable Excel

Prepare a reviewable Excel working file from a supported Lloyds statement format. Check every extracted row against the source before using it.

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AIAssisted scan
XLSXClean output
UKSole-trader focus
£3.99Per month

Why Convert Lloyds Statements with BankScan AI?

Need to convert your own Lloyds Banking Group business statement to Excel? BankScan AI prepares its DD MMM YY dates and single Payment/Receipt column with type indicators and running balance for review. BankScan is for one UK sole trader or owner-operated small business that keeps GBP sole-trader records.

Understanding Lloyds Statement Formats

Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks. BankScan AI uses reviewed rules for supported Lloyds Banking Group layouts (PDF) and presents the extracted columns, dates and descriptions for you to verify.

Why Lloyds Statements Need Specialist Conversion

Lloyds statements use DD MMM YY dates with single Payment/Receipt column with type indicators and running balance. Common parsing challenges include: Transactions split across page breaks lose their date on the continuation page, standing order descriptions are truncated to 18 characters, and the balance brought forward row can be mistaken for a transaction.

BankScan AI applies reviewed parsing rules for Lloyds Banking Group layouts. Check the extracted dates, descriptions, amounts and balances against the source before using them.

How to Download Your Lloyds Statement

Log in to Lloyds Internet Banking, select your account, click 'View statements', choose the period and download as PDF. CSV export is available under 'Download transactions' with custom date ranges.

How It Works

1

Upload a supported Lloyds statement

Drag and drop a Lloyds statement in a currently reviewed PDF format.

2

AI prepares transaction rows

The scanner reads the DD MMM YY dates and prepares descriptions, amounts and running balances where present.

3

Review and download

Compare the extracted rows with the source statement, then download the reviewed spreadsheet for your records or a controlled import.

Lloyds — Did You Know?

Part of Lloyds Banking Group since the 2009 HBOS merger. Lloyds statements share structural DNA with Halifax and Bank of Scotland but have distinct header layouts and type code conventions.

Reviewing a Lloyds conversion

Turn Your Statement into a Spreadsheet

One £3.99 monthly plan for a UK sole trader, landlord or owner-operated small business that keeps sole-trader records. Start with a 7-day trial; a payment card is required and there is no charge for 7 days.

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Frequently Asked Questions

What Lloyds statement formats does BankScan AI support?
BankScan AI reviews Lloyds statements in PDF format. Layout support can vary, so start with one source statement and verify the result.
How does BankScan AI handle Lloyds's specific layout?
Lloyds uses single Payment/Receipt column with type indicators and running balance with DD MMM YY formatting. BankScan AI applies reviewed parsing rules for that layout, but you must still check the result against the original statement.
Can I batch-convert multiple Lloyds statements?
The paid plan can process several Lloyds PDFs within the current batch and usage limits. Review each result separately before combining or importing records.
Is my data secure?
Uploaded source statements are processed in memory and deleted after conversion. If you choose to add extracted transactions to My Books, those structured records remain with your account until you delete them or a legal retention duty applies. BankScan never stores your bank login details.

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