Convert Lloyds Bank statements to Excel, CSV, QBO & OFX
Drop a Lloyds Bank PDF statement below. It is converted on your computer, reconciled against the printed balances, and exported in the format your accounting software imports.
About Lloyds Bank statement layouts
Typical layout: Date · Description · Money out · Money in · Balance. UK-style columns, often with the date printed only once per day. Rowledger carries the date down to the following rows and verifies every row against the running balance.
- Columns are Date, Payment type, Details, Money out (£), Money in (£) and Balance (£); the payment type code (DEB, FPI, DD, SO, BGC) is kept in the description.
- Balances are printed on every line, which makes reconciliation row-perfect.
- Dates on Lloyds Bank statements are read as day/month (DD/MM); Rowledger confirms the order from the dates themselves and defaults the export to the matching format.
- Currency: GBP. Amount columns are exported as plain numbers; the currency is recorded in the Summary sheet and OFX header.
Common products: Classic Account, Club Lloyds, Business Account.
How to download a Lloyds Bank statement as PDF
Internet Banking → Statements → select the account → View/Download PDF statement.
Menus change; if the path differs, search your bank's help centre for "download statement PDF".
Step by step
- Download the statement PDF (or scan the paper statement at 200–300 dpi).
- Drop it into the converter above. Conversion takes about a second per statement; OCR a few seconds per page.
- Check the badge. Reconciled means every row adds up to the printed balances.
- Choose an export: CSV or Excel (free); QBO, OFX or QIF (Pro) for accounting software.
Importing into accounting software
- QuickBooks Online (CSV) · QuickBooks Desktop (QBO)
- Xero (OFX or CSV) · Wave (OFX)
- Excel with real dates and numbers
Questions about Lloyds Bank statements
Is my Lloyds Bank statement uploaded?
No. Lloyds Bank statements are converted by code running in your browser. Nothing is sent to Rowledger or any third party, and the conversion works with the internet disconnected.
What format should I export for QuickBooks or Xero?
For QuickBooks Online use the 3-column CSV preset or QBO; for QuickBooks Desktop use QBO; for Xero use OFX or the Xero CSV preset; for Wave use OFX. All are produced from the same conversion.
Does it handle Lloyds Bank credit card statements too?
Yes. Card statements are detected from the summary block and use the card sign convention (charges out, payments in), verified against previous and new balance.
What if my Lloyds Bank statement is a scan?
Drop it anyway. Rowledger runs OCR in your browser, then applies the same balance verification so OCR slips are flagged on the row. Free covers the first two pages per scan; Pro is unlimited.
Other banks in United Kingdom
Rowledger is independent software and is not affiliated with or endorsed by Lloyds Bank. Layout notes describe statements we have tested or that customers have reported; formats change over time.