Lloyds Statement to Excel & CSV
Lloyds statements arrive as tidy PDFs, but getting the transactions into a spreadsheet still means retyping unless you convert them. PivotBank reads your Lloyds PDF locally in your browser and gives you a clean Excel or CSV file with every transaction, date and balance intact.
No sign-up required · free preview · unlock the full statement for £2.49
How to get your Lloyds statement as a PDF
Sign in to the Lloyds Bank app or Internet Banking
Choose the account, then open "Statements" and select the statement period
Use the PDF download option to save the statement to your device
Drag the file onto PivotBank, review the preview, and export to Excel or CSV
What's supported for Lloyds
- Works with Classic, Club Lloyds, Silver, Platinum and savings account statements
- Lloyds Business banking statements are fully supported
- Captures date, description, type, money out, money in and balance
- Running-balance check flags any parsing gap before you export
- Handles statements spanning many months in a single PDF
- Exports to XLSX with a summary sheet, or CSV for Xero and QuickBooks
Privacy first
Unlike other converters, PivotBank opens your Lloyds statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address, account number, IBAN and sort code stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a Lloyds statement converts to
Lloyds statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Lloyds statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Lloyds statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Lloyds statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Lloyds statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Lloyds statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Lloyds conversion questions
Does this work with Club Lloyds and business statements?
Yes. All Lloyds personal account variants (Classic, Club Lloyds, Silver, Platinum) and Lloyds Business statements convert cleanly.
Will my Lloyds statement be uploaded anywhere?
No. The PDF is opened in your browser and the file itself is never uploaded. Only the transaction lines are sent to be read, with your name, address and account number removed first.
Can I convert several Lloyds statements at once?
Yes, the batch converter accepts multiple PDFs and returns a single ZIP of Excel, CSV, QBO or OFX files.
How much does converting a Lloyds statement cost?
Every statement shows its first 5 rows free, with no sign-up, checked against the balance. A one-time £2.49 unlocks the full statement and every export, or Pro covers unlimited statements.
Convert your Lloyds statement now
Free to try. No sign-up required. Preview any statement free; unlock the whole statement for a one-time £2.49.
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