Lloyds + Sage: Bridge the Gap
Need to get your Lloyds Banking Group bank statement into Sage? Lloyds uses DD MMM YY and single Payment/Receipt column with type indicators and running balance — which needs converting to CSV (Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Lloyds for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. 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 Sage
Our AI parses Lloyds's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Lloyds to Sage Features
- Lloyds optimised — Trained on Lloyds's single Payment/Receipt column with type indicators and running balance with DD MMM YY parsing
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD MMM YY to DD/MM/YYYY automatically
Import Lloyds Data into Sage
After converting your Lloyds statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Lloyds into Sage Today
Automatic date conversion (DD MMM YY to DD/MM/YYYY), column mapping, and format validation.
Import Lloyds to Sage Free