Lloyds Bank · CSV / QIF / PDF

How to export a Lloyds Bank statement

Lloyds (and Halifax / Bank of Scotland, which use the same system) lets you export statements as CSV via Internet Banking.

1
Log in to Lloyds Internet Banking and open the account.
2
Click Export (top of the statement) — you can also find it under Statements.
3
Choose the date range (up to a few months at a time) and the format Internet banking text/spreadsheet (.CSV).
4
Click Export and save the file.
5
Upload the CSV to Sift; the Debit Amount and Credit Amount columns are merged automatically.

Good to know

Works the same for Halifax and Bank of Scotland.
Lloyds' Transaction Type column (DEB, DD, FPO…) is ignored — Sift categorises from the description.

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