Convert Barclays statements to Excel, CSV, QuickBooks & Xero
Barclays current account statements put transactions under a Date / Description / Money out / Money in / Balance header, while Barclaycard statements resemble US card statements with a payment summary.
How Barclays statements are handled
Multi-line descriptions—common with Barclays card payments that print the merchant on one line and the reference on the next—are joined into a single description so each transaction is exactly one row.
Tips for Barclays Barclays UK current accounts and Barclaycard statements
- Start and end balances on the first page are used for the reconciliation check.
- Barclaycard foreign-currency purchases list the original amount and rate; we keep the GBP amount as the transaction value.
- Use the JSON export if you are building your own bookkeeping scripts.
Step by step
- Open the Barclays app or online banking, select the account, then Statements and download the PDF.
- Upload the PDF to SheetStatement.
- Review the balance-checked table and export to Excel, CSV, QBO or Xero.
Need a specific format? See QuickBooks, Xero or Excel guides.
Other banks
Barclays is a trademark of its owner. SheetStatement is not affiliated with or endorsed by Barclays.
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