About Halifax statements
Halifax is a UK banking brand within Lloyds Banking Group, named after the West Yorkshire town where it began as a building society.
Halifax produces a PDF statement for each monthly period, and both Internet Banking and the app can open them. Internet Banking reaches back about seven years, while Halifax says the app gives immediate access to at least ten years, so older months are often quicker to fetch on a phone. The first page carries the statement period and the opening and closing balances the transactions should reconcile to.
Typical United Kingdom statement headings and where they go in your export:
| On the statement | In your export |
|---|---|
| Date | Date |
| Payment type | Reference |
| Description | Description |
| Paid out | Debit (and negative Amount) |
| Paid in | Credit (and positive Amount) |
| Money out | Debit (and negative Amount) |
Also known as Halifax Bank and Halifax UK.
How to download your Halifax statement as a PDF
- Log in to the Halifax app and open the account.
- Tap the download icon above your latest transactions.
- Choose the month and year, then save the PDF to your device.
- In Internet Banking, open the account and look for its statements option.
Halifax's help centre says Internet Banking gives access to statements up to seven years old and the app at least ten years, although another Halifax page quotes seven years of transactions in the app.
Menu names can change between app and website versions.
Tips for converting Halifax statements
- Since the app reaches further back than Internet Banking, use it for statements older than seven years, then combine the PDFs into one spreadsheet in the converter.
- After converting, run the balance check against the opening and closing balances on page one; any row that does not reconcile is highlighted for review.
Importing Halifax transactions into accounting software
For Xero, QuickBooks, Sage and FreeAgent, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the £ sign, so they import cleanly as values. Step-by-step help: Xero, QuickBooks.
More United Kingdom banks
Barclays, first direct, HSBC UK, Lloyds, Metro Bank, Monzo, Nationwide, NatWest, RBS, Revolut, Santander, Starling, TSB . United Kingdom overview
This is an independent tool and is not affiliated with, endorsed by or connected to Halifax. The name is used only to describe which statements the converter can read.
Frequently asked questions
How do I download a Halifax statement in the app?
Log in to the Halifax app, open the account and tap the download icon above your latest transactions. Choose the month and year, and the PDF is saved to your device, where you can print it, keep it or attach it to an email.
How far back can I get Halifax statements?
Halifax says Internet Banking gives access to statements up to seven years old, while the app lets you go back at least ten years. For anything older, contact Halifax directly. Once downloaded, the PDFs can be converted to Excel, CSV or OFX in your browser.
Is it safe to convert my Halifax statement here?
Yes. The conversion happens on your own device; your Halifax statement is not uploaded, stored or shared. This site is independent and not affiliated with Halifax.