Halifax Bank
statement analyzer
Halifax Bank
statement analyzer
Upload your Halifax bank statement PDF — AI categorizes every transaction and exports to Excel or CSV in seconds.
Free for first 3 pages · No account needed
Simple process
Two simple steps to analyze your statement
How to download your Halifax bank statement
Download your statement PDF using one of these two methods, then upload it below.
- 1Go to halifax.co.uk and log in
- 2Select your account from the overview
- 3Click "Statements" in the navigation
- 4Choose your date range
- 5Click "Download" and select PDF format
- 1Open the Halifax app
- 2Tap your account
- 3Tap "Statements" or "Documents"
- 4Select the month or date range
- 5Tap "Download" — PDF saves to your device
Analyze your Halifax statement with AI
Upload your PDF — AI extracts every transaction, categorizes spending, and builds your dashboard in seconds.
Detected Subscriptions
$46.98/mo recurring
Netflix
$15.99
Spotify Premium
$10.99
ChatGPT Plus
$20.00
Spending Breakdown
February 2026
Housing & Rent
$2,100
33.4% of total spending
Groceries
$892
14.2% of total spending
Transportation
$645
10.3% of total spending
Other
$1,511
24.1% of total spending
Housing & Rent
$2,100
33.4% of total spending
Groceries
$892
14.2% of total spending
Transportation
$645
10.3% of total spending
Total Analyzed
$6,284
AI Insights
Your grocery spending is 12% higher than last month. Consider meal planning to stay on budget.
You saved 25.6% of your income — above the recommended 20%. Great job!
Transportation costs dropped $45 from January. The new bus pass is paying off.
You have 5 active subscriptions totaling $84.96/mo. Review if all are still needed.
3 pages free · No signup required
Pricing
Simple, transparent pricing
- 3 PDF pages / month
- AI transaction categorization
- Sankey money-flow chart
- AI insights & savings tips
- Financial health score
- Spending calendar
- CSV export
- 500 PDF pages / month
- Everything in Free, plus:
- Multi-month trends dashboard
- Subscription detector
- AI savings opportunities
- 6 export formats (CSV, Excel, QIF, OFX, QBO, IIF)
- Chat AI financial advisor
- Receipts & invoices extractor
- Table-to-Excel extractor
- File format converter
- 12 months history
- Unlimited PDF pages
- Everything in Basic, plus:
- Redact sensitive info from statements
- Translate statements (30+ languages)
- Fake statement detector
- Fraud & authenticity scoring
- Priority processing
- Priority support
Halifax: the UK's largest mortgage lender
Halifax was founded in 1853 as a building society in Halifax, West Yorkshire, and grew into the UK's largest mortgage lender. It demutualised and became a bank in 1997, was acquired by Bank of Scotland in 2001 to form HBOS (Halifax Bank of Scotland), and then became part of Lloyds Banking Group in 2009 following the financial crisis. Today it remains the UK's leading mortgage provider, offering current accounts, savings, and a range of insurance and investment products.
Halifax operates as a distinct brand within Lloyds Banking Group alongside Lloyds Bank and Bank of Scotland. Each brand has its own app, online banking portal, and customer service team. Halifax customers log in at halifax.co.uk — there's no shared login with Lloyds Bank or Bank of Scotland, even though they're all owned by the same group. Statement formats differ slightly between brands, though all are standard UK bank statement PDFs.
Halifax statements are available online for up to 7 years. You can download them as PDF files from the Halifax app or Online Banking, then upload them here to get an AI-powered spending breakdown. Current account, savings account, and credit card statements are all supported.