pdftoexcel

Convert your Lloyds statement to Excel

Classic Account, Club Lloyds, Platinum Account, and Lloyds credit-card statements. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

How the Lloyds conversion works

  1. 1. Drop your Lloyds Bank plc PDF — monthly statement or a combined multi-month export, up to 25 MB. Password-protected PDFs work too.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

What a Lloyds statement PDF looks like

Sections in the PDF
Account summary · Money in · Money out · Interest and charges
Transaction date format
DD MMM YY
Products we've parsed
Classic Account, Club Lloyds, Silver / Platinum / Club Lloyds Private Banking, Easy Saver / ISA Saver, Lloyds Avios Rewards, Lloyds Platinum credit card

Lloyds current-account statements split by direction into Money in / Money out blocks, with an Interest and charges footer. The parser merges the two blocks chronologically and validates the reconstructed running balance against the printed opening and closing balances. UK-standard DD MMM YY dates normalised to ISO on export.

Club Lloyds customers get additional benefits that show as interest or reward credits in the Money in block — these appear as their own transaction rows with 'Club Lloyds' in the Description, so filtering to see cumulative reward earnings is one spreadsheet operation.

Lloyds Avios Rewards and Platinum credit-card statements close on a cycle date and use the standard UK credit-card layout. These flow through the LLM path and reconcile against the printed new balance.

Supported Lloyds statement types

We handle checking, savings, and credit-card PDFs from Lloyds Bank plc.

  • checking
  • savings
  • credit-card

Frequently asked questions

Does it handle the Money in / Money out split correctly?
Yes. Each block is parsed independently, then merged into a single chronological stream sorted by posting date. The sum is validated against opening - closing balance, so any missed row surfaces as a mismatch rather than silently skewing the running total.
Will Club Lloyds reward credits show up?
Yes. Club Lloyds interest and reward payments land as their own transaction rows in Money in with 'Club Lloyds' preserved in Description. Summing those rows across a tax year gives your reward total without a separate lookup.
What about Lloyds Avios credit-card PDFs?
Yes. Avios Rewards cycle-based statements use the standard UK credit-card layout — merchant, category, and Avios earned per row are preserved in Description, and reconciliation runs against the printed new balance per cycle.
Can I convert Classic Account and Easy Saver together?
Drop up to 10 Lloyds PDFs mixing current account and savings in one upload — each parses independently and downloads as separate XLSX / CSV / QBO files in the same ZIP.

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