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Barclays statement to Excel, CSV and Xero

Download your Barclays statement as a PDF from My Barclays documents, drop it here and get Excel, CSV, an OFX file or a Xero import file. Read in your browser, with every file checked against the statement’s balances.

Last checked

Try a sample statement

Exports to Excel · CSV · QBO · OFX · QFX · Xero · Tally

Short answer

Can I download Barclays transactions as CSV? Yes for recent transactions, PDF for the statements.

Barclays online banking can export recent transactions as a spreadsheet or CSV file. Statements themselves are PDFs. When you need a month that the export doesn’t reach, or want the statement’s own balances checked, convert the PDF.

Download

Get your Barclays statement as a PDF

The monthly statement is the complete record, with the opening and closing balances the check needs. These are the usual steps in Barclays online banking.

  1. 1.Log in to Barclays Online Banking.
  2. 2.Open the menu under your name and choose My documents and messages.
  3. 3.Choose My Barclays documents and pick the statement.
  4. 4.Use the Download button above the statement and save the PDF.
  5. 5.Repeat for each month.

In the mobile app

  • In the Barclays app, open More, then Statements and documents.
  • Choose the statements you want. They download as PDFs.

The layout

What a Barclays statement looks like

UK statements are day-first, with money in and money out in two columns and a balance that is often printed once a day. The sketch is ours, drawn from public information, and your own statement may differ.

Our sketch · not a real statementPage 1

Start balance

Money in

Money out

End balance

Your transactions

DateDescriptionMoney outMoney inBalance
Typical Barclays current account layout, redrawn by us: money out and money in in separate columns, and a balance on some rows only.
Money out and money in
Two amount columns, so no minus signs. The converter turns them into one signed amount.
Balance once a day
The balance column is usually filled on the last transaction of a day and blank on the others. The check can still use it.
Day-first dates
Dates are day, month and year (or day and month with the year in the header), as is usual in the UK.
Brought forward lines
Rows such as “Start balance” or “Balance brought forward” are balances, not transactions, and are used for the check instead.

Import

Import a converted Barclays statement

Choose the format your software takes. All of them come from the same review, so you can download more than one.

Xero

  1. 1.Download the Xero CSV, or OFX, from the review screen. Choose DD/MM/YYYY for the dates.
  2. 2.In Xero, open Accounting, then Bank accounts. On the account, choose Manage account, then Import a statement.
  3. 3.Pick the file and import, then reconcile as usual.

QuickBooks (QBO) and other software (OFX)

  1. 1.Download QBO for QuickBooks or OFX for most other programs.
  2. 2.In QuickBooks Online: Transactions, Bank transactions, Upload transactions.

Excel or Google Sheets

  1. 1.Download Excel or CSV.
  2. 2.Open it. Dates and amounts come in as dates and numbers.

FAQ

Barclays statements, answered

Can I get my Barclays statement as CSV?
You can export recent transactions as a spreadsheet or CSV from online banking. For anything the export doesn’t reach, the PDF statements are the record. Convert them here.
Which format should I use with Xero?
The Xero CSV or an OFX file. Both import into a Xero bank account. Choose DD/MM/YYYY for the dates if your organisation uses UK dates.
Is this affiliated with Barclays Bank UK PLC?
No. Tableaf is independent and is not affiliated with, endorsed by or sponsored by Barclays Bank UK PLC. The name is used only to say which statements this page is about. Barclays and its marks belong to their owners.
Is my Barclays statement uploaded anywhere?
No. A text PDF is read by code running in your browser and the file you download is built there too. Nothing reaches our servers, and it keeps working offline after your first visit. How we handle your data.
How do I know every Barclays transaction was read?
Every statement is checked against its printed opening and closing balances. If they don’t add up, the review screen shows “Off by” with the amount and points at the page or the row where the running balance breaks. Any text PDF should work, and that check is how you know it did.
Does it read a scanned or paper Barclays statement?
Not yet. A scan has no text to read, so it needs OCR on a server, which is planned for paid plans. Statements you download from online banking are text PDFs and work today.

General information, not accounting or tax advice.