UK · Bank
Convert a Halifax statement to Excel & CSV
Works with Halifax PDF statements — every transaction extracted and checked against the balance Halifax printed on the page.
Independent tool — not affiliated with, endorsed by, or operated by Halifax.
What a Halifax statement looks like
Halifax statements list each transaction with a date, description, amount and a running balance, plus an opening and closing balance for the period. Ledgerary extracts every line and checks opening + net movement against the printed closing balance.
- Region
- United Kingdom
- Currency
- GBP (£)
- Date format
- DD/MM/YYYY
- Statement type
- Bank
- Every Halifax transaction — date, description, signed amount, running balance, category
- A balance check: opening balance + net movement must equal the closing balance
- A confidence score on every job, so a rough scan is flagged, not guessed
- Export to Excel, CSV and JSON free — QuickBooks, Xero and Sage on Pro
FAQ
Halifax conversion questions
Is this the official Halifax statement converter?
No — Ledgerary is an independent document-conversion tool. It works with Halifax PDF statements the way it works with any bank's statement, but it is not affiliated with, endorsed by, or operated by Halifax.
What information do I get from a Halifax statement?
Every transaction line — date, description, signed amount, running balance and category — plus the statement period, account details and a balance check against the opening and closing balance Halifax printed on the statement.
Can I export a Halifax statement to QuickBooks?
Yes, on the Pro and Scale plans — alongside Xero and Sage-ready CSVs. Excel, CSV and JSON export are free.
Is my statement kept after conversion?
No — your file is processed and then deleted. See /security for detail.
Convert your Halifax statement now
Free for 10 pages a month, no card required.