Spending insights

 

The Halifax brand is changing to Lloyds

If you use the Halifax app and online banking, we’ll invite you to start using the Lloyds app instead. You’ll be able to carry on looking after your Halifax accounts there. The Lloyds app and online banking are similar to Halifax, so it should feel familiar.

More on the change

Find out where your money goes

  • View your bank account spending by category or retailer.
  • Compare your spending this month against last month.
  • Spot patterns and see where you might be able to save money.
Spending insights graph on app screen.

How to do it

Let us show you step by step.

    1. If you’re using our Mobile Banking app, choose the three-dot menu. 
    2. Select the account you want to view. If you’re using our app, select the More menu.
    3. Choose View spending insights. Now you can see your spending breakdown and select your categories for more details.

Get set up online

 

The Halifax brand is changing to Lloyds

If you don’t currently use online or mobile banking, you can start using the Lloyds app now to see your existing Halifax accounts. Once you’ve downloaded it, you can set it up using your Halifax account details.

How to get online

More on the change

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More help with statements

Download statements, check pending transactions or see where a payment was made. 

See our guides

More help with statements

Download statements, check pending transactions or see where a payment was made. 

See our guides