Download or convert a Barclays statement to CSV

Barclays has two separate places for your data: a CSV export on the transactions screen and PDF statements under Statements and documents.

Not every Barclays statement layout has been tested, so try one statement free and check the balance result before you convert a batch. RowBalance is an independent product of Forclev LLC and is not affiliated with, endorsed or sponsored by Barclays. Barclays is a trademark of its owner, named only to describe statement compatibility.

Try a sample statement first, nothing to upload and no pages used:

Sample data: the US checking sample from Summit National Bank. Try it with the US checking (PDF) button.

Balanced Opening $5,234.10 + transactions = closing $14,670.88, the closing balance on the statement.

Opening
$5,234.10
Money in
$12,978.51
Money out
$3,541.73
Closing (statement)
$14,670.88
Closing (computed)
$14,670.88
Difference
$0.00

Exporting CSV from Barclays

In online banking on a desktop browser, open the account, view all transactions, set a date range, search, and use the export option at the bottom of the list to choose a file format. The export lives on the transactions screen rather than in Statements and documents, and the mobile app does not offer it.

Getting PDF statements

Statements and documents lists each statement period as a PDF. Use these when you need the opening and closing balance, or when your date range is longer than the export allows.

Layout of a UK PDF statement

UK statements list Date, Description, Money out, Money in and Balance, with dates like 12 Mar 2026. The balance is not always printed on every row, and descriptions for card payments, direct debits and Faster Payments often wrap onto a second line. RowBalance joins them, reads the UK date format and checks opening balance plus movement against the closing balance.

How to do it

  1. Download the PDF statements from Statements and documents.
  2. Drop them above and check each balance badge.
  3. Export CSV or Excel. QBO, Xero CSV and OFX are on paid plans.

Excel and CSV are free for up to 5 pages a day, or 10 with a free account. QuickBooks, Xero and OFX files and batch conversion are on paid plans, from a $9 one-off pass: see pricing or go back to the converter.

Questions

Why does the Barclays CSV have no balances?

The export is a list of transactions and not the formal statement. Convert the PDF if you need the opening and closing balances.

Does it read UK dates correctly?

Yes. Dates such as 03/04/2026 are read day first, and the order is confirmed from the statement period.

Is RowBalance affiliated with Barclays?

No. Barclays is a trademark of Barclays PLC, used only to describe compatibility.

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