StatementFlow

Convert Halifax Bank Statement to Excel

Turn your Halifax PDF statement — digital, scanned, or a phone photo — into Excel (.xlsx) in seconds. A clean, formatted .xlsx workbook you can open in Microsoft Excel, Google Sheets, or Numbers. Personal and business PDF statements — digital or scanned.

HalifaxExcel

Upload your statement

Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.

Drag & drop your statement here

or browse files

PDF · PNG · JPG · WEBPUp to 20MB · 50 pages

Encrypted in transit · Processed in memory · Deleted immediately

How to convert a Halifax statement to Excel

  1. 1Upload your Halifax statement — a PDF, scan, or phone photo. No conversion to images needed.
  2. 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
  3. 3Review and edit the table if you like, then click Export and choose Excel (.xlsx).
  4. 4Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.

Halifax to Excel — questions

Is converting Halifax statements to Excel free?+

Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.

Does it work with scanned Halifax statements?+

Yes. Upload a scan or a phone photo of your Halifax statement — the AI reads it, not just clean digital PDFs.

How do I use the Excel file?+

Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.

Is my Halifax data safe?+

Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Halifax statements.

Prefer another format? Halifax to CSV · Halifax to QuickBooks · Halifax to Xero

From a different bank? Convert any bank statement to Excel.

See all Halifax options or other United Kingdom banks.

How to download your Halifax statement

  1. 1Log in at halifax.co.uk or the Halifax app.
  2. 2Open the account and select “View statements”.
  3. 3Choose the month and download the PDF.
  4. 4Send it to StatementFlow.

Halifax statement formats we handle

Halifax Current Account, Reward, and Ultimate Reward statements.

Halifax shares the Lloyds Banking Group statement layout with payment-type codes and a per-line balance; StatementFlow reads it natively and flags any line where the balance doesn't reconcile.

Guides for converting Halifax statements

See all bank statement guides.