Transform your Halifax PDF statements into clean Excel or CSV files in seconds. Dedicated adapter for Halifax format, triple OCR extraction, automatic transaction categorisation and private library included.
Bank
Halifax
Currency
British Pounds (GBP)
Date format
DD/MM/YYYY (day first)
Country
Royaume-Uni
Every converted Halifax statement produces a file with these columns:
Halifax lets you download your transactions directly as Excel/CSV, QIF and OFX. Here's the step-by-step — plus what to do when you only have the PDF.
Log on to Halifax
Sign in to Halifax Online Banking.
Select the account
Choose the account and open "View statement" or recent transactions.
Click "Export" / "Download"
Look for the "Export" or "Download transactions" option.
Choose format & range
Select Excel/CSV (or QIF/OFX), set the date range, and download.
Log in to online banking
Go to Halifax's internet banking portal or open the mobile app.
Go to your account
Select your current account or the account you want to analyse.
Open Statements
Find "Statements", "Documents" or "Account History" in the navigation menu.
Download your PDF
Select the statement period and download the PDF file.
Import your Halifax transactions into a spreadsheet to visualise spending by category month over month.
Hand your accountant a structured file instead of an unreadable PDF. Compatible with QuickBooks, Xero, Sage, and most accounting software.
Consolidate multiple months of Halifax statements into one Excel file to analyse cash flows and prepare reports.
The Pro plan includes automatic detection of unusual transactions (3× above the category median). Great for auditing accounts.
Drop your Halifax PDF — no account needed for the first statement.
Drop a PDF or image here or click to browse
Max 20MB · processed by Mistral OCR
Drag and drop your statement or click to select it. PDF, PNG, JPEG, WebP or HEIC accepted, up to 20 MB. Multi-page statements are fully processed.
Triple OCR extraction (Mistral) with a dedicated adapter for your bank. Dates, amounts and descriptions are normalised automatically.
Your file is ready to open in Excel, Google Sheets or any accounting software. 15 automatic categories included.
Two ways. Directly from Halifax: sign in, open the account, click the download/export icon above your transactions and choose Excel/CSV, QIF and OFX. Or, when you only have the PDF statement (e.g. older months, or a closed account), drop it on bankpdf — it extracts every transaction, cleans the descriptions and fills 15 categories automatically, then exports a clean Excel or CSV.
Drop your Halifax PDF on bankpdf. The Mistral OCR engine extracts all transactions using a dedicated adapter for Halifax — detecting the DD/MM/YYYY (day first) date format, British Pounds (GBP) amounts, and description prefixes automatically. Download the Excel file in under a minute.
The Excel file contains: Date, Description, Debit (GBP), Credit (GBP), Balance, Category. The Category column is filled automatically (15 categories: Food, Transport, Housing, Health, etc.). You can recategorize in bulk via the AI chat.
Yes. Your PDF is sent to Mistral AI for OCR extraction (short retention policy). After extraction, the file is stored on private Vercel Blob in European infrastructure. Parsed transactions live in Neon Postgres, scoped to your account only. No data is sold or shared.
Free for up to 3 statements per month. Personal plan €6/month (25 statements + AI chat), Pro €19/month (100 statements, anomaly detection, budgets), Agency €99/month (unlimited fair-use). No commitment, cancel any time.
Create an account to save your statements in a private library, query your transactions in natural language and recategorise in bulk.