Convert a Halifax statement PDFto CSV, Excel or Tally XML, free
Halifax Reward and Ultimate Reward current account statements convert with Money In, Money Out and Balance kept as separate columns.
Drop your Halifax PDF
Halifax Reward and Ultimate Reward current account statements convert with Money In, Money Out and Balance kept as separate columns.
Confirm parsed rows
Halifax writes the date as "15 Jan 24" with a two-digit year. Six columns: date, description, a type code, Money In, Money Out and Balance.
Download CSV, Excel or Tally XML
Free tier covers the first 30 rows. Pro unlocks the full statement.
Halifax-specific notes
Money In comes first
Unlike Lloyds, Halifax prints the Money In column before Money Out. The converter reads the columns in Halifax order, so credits and debits land on the right side without a manual swap.
Brought forward rows
Each statement opens with a Balance brought forward row and closes with Balance carried forward. Neither becomes a transaction. The opening figure seeds the running balance, which is how the first row is sorted as money in or money out.
Overdrafts
An overdrawn balance printed as "120.00 OD" or with a minus sign comes out as a negative number, so the running balance still adds up in a spreadsheet.
Common questions about Halifax statements
Does a long Halifax statement that runs over several pages convert in one go?
One upload covers the whole file. The table header repeats on every page and the converter skips it each time, keeping one running balance from the first page to the last.
Are Halifax type codes like DEB, FPI and DD kept?
The code stays attached to the description, the same way it does for Lloyds, so a bookkeeping tool can still tell a card payment from a direct debit.
What about Bank of Scotland statements?
Bank of Scotland uses the same table shape as Halifax, but it does not have its own parser yet. The Halifax parser only claims a file that names Halifax, so a Bank of Scotland PDF falls back to a generic read.
🇺🇸Convert a Chase statement
Convert any Chase Total Checking or Sapphire statement PDF to clean rows in CSV or Excel.
🇺🇸Convert a Bank of America statement
Bank of America Core Checking and Advantage statements convert to CSV or Excel with all signed amounts intact.
🇺🇸Convert a Wells Fargo statement
Wells Fargo Everyday Checking and Premier statements convert to CSV or Excel with deposits and withdrawals split into separate columns.
🇺🇸Convert a Citi statement
Citi checking and credit card statements convert to clean CSV or Excel rows with split debits and credits.
🇺🇸Convert a Capital One statement
Capital One Venture, Quicksilver, Spark Business, and 360 Checking statements all convert with the same parser.
🇺🇸Convert a U.S. Bank statement
U.S. Bank statements include a reference number column. The converter keeps it as a separate field for reconciliation.
🇺🇸Convert a PNC Bank statement
PNC Virtual Wallet and Performance Select statements convert with signed amount per row.
🇺🇸Convert a Truist statement
Truist (formerly SunTrust and BB&T) statements parse cleanly into Date, Description, Amount, Balance rows.
🇺🇸Convert a TD Bank statement
TD Bank (US) Convenience Checking and Beyond Checking statements parse with split withdrawal and deposit columns.
Halifax statements, ready for your spreadsheet
Free to try. Upgrade once for full statements across every bank we support.
Edit a PDF now