Halifax + KashFlow: Bridge the Gap
Need to get your Halifax (Bank of Scotland) bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Halifax for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Halifax's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Halifax to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import Halifax Data into KashFlow
After converting your Halifax statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Halifax into KashFlow Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Halifax to KashFlow Free