Lloyds + Clear Books: Bridge the Gap
Need to get your Lloyds Banking Group bank statement into Clear Books? Lloyds uses DD MMM YY and single Payment/Receipt column with type indicators 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 Lloyds for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
How It Works
Upload your Lloyds PDF
Drag and drop your Lloyds statement. Supports PDF with DD MMM YY handling.
AI converts for Clear Books
Our AI parses Lloyds'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
Lloyds to Clear Books Features
- Lloyds optimised — Trained on Lloyds's single Payment/Receipt column with type indicators 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 Lloyds Data into Clear Books
After converting your Lloyds 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 Lloyds into Clear Books Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Lloyds to Clear Books Free