Halifax + Clear Books: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into Clear Books? Halifax uses DD MMM YY and single column for debits and credits with a Type column and running balance — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Halifax for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Halifax statements use a Lloyds-family format with slight variations in header layout that BankScan AI automatically detects.
How It Works
Upload your Halifax PDF
Drag and drop your Halifax statement. Supports PDF with DD MMM YY handling.
AI converts for Clear Books
Our AI parses Halifax's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Halifax to Clear Books Features
- Halifax optimised — Trained on Halifax's single column for debits and credits with a Type column and running balance with DD MMM YY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import Halifax Data into Clear Books
After converting your Halifax statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Halifax into Clear Books Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Halifax to Clear Books Free