Lloyds + KashFlow: Bridge the Gap
Need to get your Lloyds Banking Group bank statement into KashFlow? Lloyds uses DD MMM YY and single Payment/Receipt column with type indicators 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 Lloyds for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Lloyds'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
Lloyds to KashFlow Features
- Lloyds optimised — Trained on Lloyds's single Payment/Receipt column with type indicators 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 Lloyds Data into KashFlow
After converting your Lloyds 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 Lloyds into KashFlow Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Lloyds to KashFlow Free