Is my Halifax statement uploaded anywhere?

No. It’s read by your browser on your computer. The page is allowed to talk only to the licence server and a cookie-free page counter, and neither receives anything from your statement.

What if a row doesn’t agree with the balance?

It’s flagged in red with a cross, and marked in the CSV. Check it against the PDF: usually a page is missing from the file or a figure was misread. The report button tells us the bank (and nothing else) so the layout can be fixed.

How much does it cost?

Three statements a day are free. Pro is £8 a month or £69 a year for as many as you like.

Convert a Halifax statement PDF to Excel, CSV, Xero or OFX

Convert a Halifax statement PDF to Excel or CSV

Drop the Halifax statement PDF below. Brought Forward reads it on your computer, checks every row against the running balance, and downloads a CSV for Excel or a file for Xero, QuickBooks, FreeAgent, OFX or QIF. Nothing is uploaded.

Built from the published layout, not yet tested on a real statement. Halifax is part of Lloyds Banking Group and uses the same statement layout, which is tested on real Lloyds statements; Halifax’s own PDFs haven’t been tested yet. The balance check shows straight away whether yours read correctly, and if it didn’t, the one-click report (bank name only) tells us to look.

Getting the PDF from Halifax

In Halifax online banking, open the account and choose Statements to download a PDF. Save it somewhere you can find it, then drop it into the box above or choose it with the button.

How Brought Forward reads a Halifax statement

Same layout as Lloyds: Date, Description, Type, Money In (£), Money Out (£), Balance (£).
Every row is checked against the printed balance.

Into your accounts

Xero: download the Xero CSV (or OFX) and import it as a bank statement.
QuickBooks: download the QuickBooks CSV and upload it from Banking.
FreeAgent: download the FreeAgent CSV and upload it as a statement.
Excel: the CSV opens directly, with money in, money out, balance and the check result in columns.

Questions

Is my Halifax statement uploaded anywhere?: No. It’s read by your browser on your computer. The page is allowed to talk only to the licence server and a cookie-free page counter, and neither receives anything from your statement.
What if a row doesn’t agree with the balance?: It’s flagged in red with a cross, and marked in the CSV. Check it against the PDF: usually a page is missing from the file or a figure was misread. The report button tells us the bank (and nothing else) so the layout can be fixed.
How much does it cost?: Three statements a day are free. Pro is £8 a month or £69 a year for as many as you like.

Last checked 26 October 2026.