Convert a TSB Bank Statement to Excel
TSB statement structure, the areas where its layout differs from Lloyds, and how to verify a converted file.
TSB separated from Lloyds in 2013 and its statement format has diverged since, which is worth knowing if you are converting a long history that spans the split.
Old statements may be Lloyds-format
Statements from before the separation, and for a period afterwards, follow the Lloyds template. Current TSB statements do not. If you are assembling several years, you may have both.
Convert each statement separately rather than merging PDFs first. Mixed layouts in one file are considerably harder to detect correctly, and per-statement verification is lost.
Checking continuity
When you combine converted statements from several periods, the check that matters most is continuity: each period's closing balance should equal the next period's opening balance.
A discontinuity means a statement is missing from your set. This is a genuinely common problem when pulling history for a mortgage application, and it is the kind of gap a lender will query.
- Convert each statement individually Each is verified against its own printed figures.
- Line the columns up, combine, and sort by date Each export keeps its own layout's columns, so match them by heading before stacking a Lloyds-template statement on a current TSB one.
- Check period-to-period continuity Closing balance of one period equals opening balance of the next.
- Fill any gap before relying on the set A discontinuity is a missing statement, not a conversion fault.
What the export contains
| In the file | What you get |
|---|---|
| That layout's own columns | Every heading as the statement prints it. A Lloyds-template statement keeps the Lloyds headings |
| Dates | Exactly as printed, with nothing reformatted |
| Type | The transaction type code, where printed |
| Descriptions | In full, with continuation lines joined into one cell |
| Paid out and Paid in | Each figure in the column TSB printed it in |
| A Completeness sheet | Every row checked against the printed running balance |
Line the columns up before stacking
Each export keeps the columns of the layout it came from. That is deliberate — the spreadsheet is what the statement printed, which is what makes it checkable against the PDF — but it means a five-year history spanning the template change needs its columns lined up before the files are stacked.
Match them by heading, not by position: Paid out to Paid out, Balance to Balance, then stack. Stacking by position is how a column silently shifts halfway through the file.
Frequently asked questions
Will old Lloyds-format TSB statements convert?
Yes. Layout is detected per file rather than assumed from the bank name.
Will exports from different layouts stack cleanly?
Once the columns are lined up. Each export keeps its own layout's headings, so match them by heading before stacking a multi-year history.
Do both layouts produce the same output columns?
No. Each export keeps the columns its statement printed, which is what makes it checkable against the PDF. Line them up by heading when you combine them.
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Bank Statement PDF to Excel, or see every format. More in the guides.