Lloyds Statements + Tradespeople (Plumbers, Electricians) Workflow
As tradesperson, you regularly handle Lloyds bank statements. Tradespeople receive payments from multiple customers, buy materials from suppliers, and manage van and tool expenses — often on the go with no time for bookkeeping.
BankScan AI: Lloyds to Excel for Tradespeople (Plumbers, Electricians)
BankScan AI converts Lloyds statements to Excel automatically — handling DD MMM YY and single Payment/Receipt column with type indicators and running balance. Convert your bank statements to Excel to track job payments, match material purchases, and get your books ready for self-assessment without hours of data entry.
About Lloyds Statement Format
Lloyds PDF statements use a consistent column layout, but multi-page statements sometimes split transactions across page breaks.
Lloyds Statement Quirks
Lloyds uses DD MMM YY with single Payment/Receipt column with type indicators and running balance. Common issues: Transactions split across page breaks lose their date on the continuation page, standing order descriptions are truncated to 18 characters, and the balance brought forward row can be mistaken for a transaction. BankScan AI handles all of these automatically.
How Tradespeople (Plumbers, Electricians) Handle Lloyds Statements
When working with Lloyds statements, tradespeople (plumbers, electricians) need to Tradespeople receive customer payments via bank transfer, cash, or card, purchase materials from builders' merchants and wholesalers, pay for van fuel and maintenance, and manage tool and equipment co
Key terms you'll encounter: day rate, materials markup, call-out charge, retention, snagging.
How It Works
Upload Lloyds statement
Drag and drop your Lloyds PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands Lloyds's single Payment/Receipt column with type indicators and running balance and extracts every transaction with 99%+ accuracy.
Use in your tradespeople (plumbers, electricians) workflow
Download Excel ready for QuickBooks Self-Employed, FreeAgent or direct analysis.
Lloyds + Tradespeople (Plumbers, Electricians) Features
- Transaction types (DD, — SO, BGC, FPO, FPI) are listed in a dedicated 'Type' column
- Balance brought forward — appears as the first row and must be excluded from transaction lists
- Built for Tradespeople (Plumbers, Electricians) — Saves 2-3 hours per month on expense categorisation and receipt matching, with year-end self-assessment preparation reduced from a full day to under 2 hours
- Software compatible — Output works directly with QuickBooks Self-Employed, FreeAgent, Excel
Convert Lloyds Statements — Built for Tradespeople (Plumbers, Electricians)
Handles DD MMM YY dates, single Payment/Receipt column with type indicators and running balance, and PDF formats automatically.
Convert Lloyds Statements Free