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How to download Lloyds bank statements as CSV or Excel
Updated 4 November 2026 · Rowclean
Lloyds documents a CSV export for business accounts only. Personal customers can always download a PDF statement, going back at least ten years in the app. Here is each route.
Business accounts: export as CSV or QIF
- In Online for Business, choose View statement next to your account.
- Go to Statement options.
- Choose Export transactions, then CSV or QIF.
Lloyds says business transaction search goes back up to 12 months.
Personal accounts: download the statement
- In the app: tap the download icon above your recent transactions, then choose the month and year.
- In online banking: on the account page, choose Statement options › Download or print statement.
Lloyds' personal banking pages say you can download statements "into a spreadsheet, or financial software package", but don't name a file format. An older accountant's guide reports a limit of about 150 transactions or 90 days per export. We couldn't confirm that with Lloyds, so check it on your own account.
How far back Lloyds statements go
- Online banking: statements up to 7 years old.
- App: "at least ten years" of statements.
- Transactions older than 7 years: Lloyds says to contact your branch.
- Paper copy: order from the three-dot menu in the app. It arrives within 10 working days.
- Credit cards: no PDF download in online banking. Download it in the app or ask in chat.
What the codes on a Lloyds statement mean
| Code | Meaning |
|---|---|
| BGC | Bank giro credit |
| DEB | Debit card |
| DD | Direct debit |
| FPI / FPO | Faster payment in / out |
| SO | Standing order |
| TFR | Transfer |
| CPT | Cashpoint |
| CHQ / DEP / CSH / CHG | Cheque / deposit / cash / charge |
Turning a Lloyds PDF into CSV
If a statement is only available as a PDF, check any conversion the same way: previous balance + money in − money out should equal each printed balance. Rowclean does that check for you and keeps the type code in the description, so you can still filter on it.
Rowclean turns it into a CSV in your browser (nothing is uploaded), shows every row with its page and line, and checks the running balance to the penny before you pay. £3 for your first statement, then 99p each, with no signup.
Convert a Lloyds PDF statementQuestions
Can I download a Lloyds statement as CSV on a personal account?
Lloyds doesn't document it. Its CSV and QIF instructions are for Online for Business. Personal pages mention spreadsheets without naming a format.
Does FreeAgent accept Lloyds CSV files?
Lloyds isn't on FreeAgent's list of banks whose CSV it takes directly, so the file may need reformatting first. See the FreeAgent layout, or Xero, QuickBooks and Sage.
Sources: Lloyds Bank help "Download statements", "View balance", "View your bank statements" (business), A-to-Z easy read guide (Oct 2024); FreeAgent "Which bank statement formats does FreeAgent support". Checked October 2026.