How to export your Halifax statement to CSV

By The Income Tracker · Updated 8 September 2026

Export Halifax transactions as CSV

1. Log in to Halifax Online Banking in a browser and open the account.
2. Click Search, next to All transactions.
3. Click Edit date range and enter your from and to dates. Each search covers up to 12 months, going back seven years. Click Continue.
4. Leave the description and amount boxes blank, keep All transaction types, and run the search.
5. Scroll to the bottom of the results and choose Export .CSV. Export .QIF sits next to it.
6. Save the file and import it into The Income Tracker.

Each export covers at most 12 months, so a longer history means a few files. Overlaps are fine: the tracker drops duplicates. Credit card statements are not downloadable in Online Banking, only in the app as PDFs.

Formats Halifax offers: CSV, QIF, PDF and a 12-month midata export. CSV is the cleanest import. OFX and QIF also import directly.

What happens after you import

Drop the file in and every transaction lands in a month-by-month ledger. Drag items into categories, flag the recurring ones, and watch your surplus update as you go. Money moved between your own accounts gets auto-skipped, so transfers never double-count. Duplicates are caught too, so importing overlapping date ranges is safe.

Only got a PDF? You can still import it. See how to import a PDF bank statement.

Frequently asked questions

Can I export Halifax transactions to CSV for free?

Yes. Halifax lets you download your own transactions as a file at no cost from Halifax Online Banking in a web browser (the app only offers PDF statements). You then import that file into a budgeting tool such as The Income Tracker.

Do I need to connect or log in to my bank to use The Income Tracker?

No. There is no open-banking connection and you never enter bank credentials into The Income Tracker. You download the file from Halifax yourself and drop it into the app, which runs entirely in your browser.

Is my Halifax data kept private?

Yes. The Income Tracker is local-first. Your imported transactions stay in your own browser and are never uploaded to a server, unless you choose to sign in to sync across devices.

Why can't I find the CSV export in the Halifax app?

Because it is not there. The app's three-dot menu offers Download or print statement, which gives a PDF. CSV and QIF exports live on the website under Search transactions.

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