Halifax + FreeAgent: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into FreeAgent? Halifax uses DD MMM YY and single column for debits and credits with a Type column and running balance — which needs converting to CSV / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Halifax for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses Halifax's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Halifax to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import Halifax Data into FreeAgent
After converting your Halifax statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import Halifax into FreeAgent Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Halifax to FreeAgent Free