How to filter and export financial transactions from Halifax Personal automatically

This article will show you how to get a live data feed from Halifax Personal.

  1. Go to and create an account.
  2. Search for 'Halifax Personal' in the connector list on the left and hit the 'Connect button'
  3. Authorize Cloudslurp to connect to your Halifax Personal account. This is secured by GoCardless.

Now you will see a list of tables, each table is a list of transactions for each account you have.

Schedule a Backup of Halifax Personal Data

You can now set this to be backed up on a hourly, daily, weekly or monthly basis.

Embed real time Halifax Personal Data in a Spreadsheet

You can also embed the live data in a Spreadsheet like Excel or Google sheets by clicking on the embed buttons.

Share Read-Only Access to Halifax Personal Data with your Team

You can invite your team so they can access your Halifax Personal data without needing your login credentials too. Simply invite them to a data board.

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