Convert a Halifax statement to CSV
Halifax statements use payment-type codes (DD, SO, DEB, FPI) and a running balance in GBP. The converter turns them into clean descriptions with signed amounts and categories, ready for bookkeeping or Self Assessment.
Why Halifax statements are annoying to convert by hand
Halifax prefixes rows with payment-type codes; the converter keeps the meaningful description and drops the code prefix. You get one tidy ledger instead of fighting merged cells, split columns, and reference codes in a spreadsheet.
- 1. Drop in your Halifax statement PDF above.
- 2. Every transaction is extracted, cleaned, and categorized.
- 3. Download a CSV that's ready for Excel, Sheets, or your accounting tool.
Frequently asked questions
- Is my Halifax statement uploaded anywhere?
- Your PDF is processed in memory to extract the transactions and is not stored. Nothing is saved after the CSV is generated.
- Does it work with scanned Halifax statements?
- Yes. Text-based PDFs and scanned/image PDFs both work — the extractor reads the page visually when there's no selectable text.
- What columns are in the CSV?
- Date, Description, Amount (signed — negative for money out, positive for money in), Category, and Balance when the statement shows one.
- Can I import the CSV into QuickBooks, Xero, or Excel?
- Yes. The CSV is plain and spreadsheet-ready, so it opens in Excel or Google Sheets and maps cleanly into accounting tools.
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Not affiliated with Halifax. Your statement is processed in memory to extract transactions and is never stored.