How to download your Halifax transactions

Halifax is a bank in the UK. Export your transaction history as CSV, QIF, PDF, then drop the file into PennySlice — the AI categorises it for you.

CSVQIFPDFUp to 4 months of history

Step by step

Log in to Halifax Online Banking at halifax.co.uk (desktop required).
Click on the account you want to export.
View your transaction list.
Click 'Export' at the bottom of the transaction list.
Select 'CSV' as the format and save the file.

Tips for Halifax

CSV export typically covers the last 3–4 months.
Halifax is part of Lloyds Banking Group — export steps are similar to Lloyds.

Other UK bank guides

Barclays Chase UK First Direct HSBC UK Lloyds Banking Group Monzo

Browse all bank download guides

Got your Halifax file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

Free tier available. No credit card required.