Your bank · United Kingdom
Exporting from Lloyds.
About a minute, on Lloyds's website. Berm has been tested on a file laid out like the one it gives you.
The steps
- Log on to Lloyds Internet Banking in a web browser. The app has no CSV export.
- Choose View statement next to the account.
- Open Statement options and choose Export transactions.
- Pick the dates and CSV, then export.
What the file holds
- Money out and money in in separate columns.
- Dates day first (13/08/2026).
- A running balance, so Berm reads your balance from the file itself.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches Lloyds's, tell us.