Barclays · Excel
Convert your Barclays statement PDF to an Excel spreadsheet
Get a Barclays statement into Excel with dates you can sort and amounts you can total. Your statement never leaves your computer.
Beta Not yet tested on real Barclays statements. What that means
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
Send us the shape of , not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
Barclays customers often want a statement in Excel to total income for a mortgage, sort spending into categories, or hand records to an accountant. Converting the PDF statement gives you exactly the rows on the statement, with the balances checked.
Barclays’s own download, or the PDF statement?
Barclays online banking can also export recent transactions as a file. That’s a reasonable option for a short, recent period. It’s less useful when you need older periods, need figures that match the statements an accountant or lender will see, or have been sent Barclays PDF statements by someone else. That’s where converting the PDF comes in.
Barclays PDF statement to Excel, step by step
- Save the statement PDFGet it from Barclays. The Barclays statement to CSV page describes where to find it.
- Convert it aboveChoose the file and wait for the balance check. As Barclays is in beta, look for “Verified” before you use the result.
- Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
- Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.
Working with Barclays transactions in Excel
- Confirm the beta result. In Excel, check that the last balance equals the closing balance on the PDF. The converter does this too, but it’s worth seeing while Barclays is in beta.
- Total income for a mortgage. Filter Money in for your employer’s name and use
=SUBTOTAL(9,C:C)to total only the visible rows. - Spot recurring payments. Sort by Description, then by Date, to group subscriptions and see how often each one is taken.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Barclays statements may already convert. But we haven’t yet tested a real Barclays statement, so we don’t claim support. Verified means every extracted row adds up to the balances printed on the statement. If you don’t see Verified, the converter shows you where the balances stopped adding up.
StatementToCSV is independent and not affiliated with or endorsed by Barclays. The name is used only to describe the statements the converter reads.
Questions people ask
How do I convert a Barclays statement to Excel?
Download the PDF statement from Barclays online banking or the app, convert it here and click “Download CSV for Excel”.
How do I know the Barclays conversion is right?
Barclays is in beta, so check the result. If it says “Verified”, every extracted row adds up to the balances printed on the statement.
Can I convert Barclaycard statements?
Credit card statements are laid out differently and haven’t been tested. You can try one; the check will tell you whether it read correctly.