Halifax + Coconut: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into Coconut? 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, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts Halifax for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. 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 Coconut
Our AI parses Halifax's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
Halifax to Coconut 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
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import Halifax Data into Coconut
After converting your Halifax statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import Halifax into Coconut Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Halifax to Coconut Free