Converting a statement to CSV is free. A full spending report with a score, categories, trends and AI insights is free for your first upload, then part of StatementBear Pro.

Halifax Statement to Excel & CSV

Q: Which Halifax statements work?

Halifax current account, savings and credit card statements, as PDFs downloaded from online banking or the app. Statements from any other bank work the same way.

Q: Is my Halifax statement stored?

No. The PDF is read, the transactions are sent back to your browser, and nothing is saved. You do not need an account.

Q: Can I get Halifax statements as JSON in my own app?

Yes. The StatementBear API takes a statement PDF and returns JSON with every transaction, the account it belongs to and a check that the totals reconcile. The first 25 documents are free, then $0.49 each.

Drop your bank statement PDF here or click to upload

PDF files only, up to 10MB. Your file is processed securely and never stored.

Where to find your Halifax statement PDF

Log on to Halifax Online Banking or the Halifax app.
Open the account and choose Statements.
Pick the month and download the PDF.

How Halifax statements are read

Payment type codes

Rows carry codes like DEB, DD, SO, FPO, FPI and BGC. They stay in the description so you can filter on them, and the money columns decide whether each row is money in or out.

Statements by period

A Halifax statement can cover a period that does not start on the 1st. Each row keeps its own date, so totals by calendar month still work.

Parse Halifax statements in your own app

Send the PDF to the StatementBear API and get JSON back: every transaction with its direction and category, the account it belongs to, and a check that the totals reconcile. No bank login, no template per bank. The first 25 documents are free, then $0.49 each.

curl -X POST https://statementbear.com/api/v1/documents \
  -H "Authorization: Bearer $STATEMENTBEAR_KEY" \
  -H "Content-Type: application/pdf" \
  -H "Idempotency-Key: $(uuidgen)" \
  --data-binary @statement.pdf