Convert Barclays US statements to Excel or CSV
Barclays US lets you download recent card transactions for Quicken from Activity & Statements, but older months come as PDF statements. Download each monthly statement from Statements, then convert it in BankConv. You get one row per transaction, with purchases, interest and fees as money out and payments as money in, checked against the Previous Balance and Statement Balance the statement prints.
Updated
Download your Barclays US credit card statement
- 1.Log in at barclaysus.com, or open the Barclays US app and select the card account.
- 2.On the website, open the Activity & Statements menu and select Statements. In the app, tap the menu and select Statements.
- 3.Choose the monthly statement and download the PDF.
- 4.Repeat for each month you need, then upload the PDFs to BankConv together.
Do you need to convert at all?
Barclays US says you can download transactions into financial software from the Activity & Statements menu, choosing your software from a list and picking the dates. Its help pages name Quicken; they don't mention a CSV or Excel download.
Barclays says statements from the last 24 months can be printed online (the figure appears in its card FAQ). Statement PDFs are the record for each billing period.
Barclays US export formats: Quicken
What to know about Barclays US PDFs
- Transactions and fees are separate tables
- Payments and purchases are listed under Transactions, and interest and fees under Fees Charged and Interest Charged, often on a later page. BankConv reads them into one list, so an Interest Charge On Purchases line comes out as money out like any purchase.
- Subtotal lines between the groups
- The Transactions table has a Payments group, then Purchase Activity for each card ending, each closed by a line such as Total payments for this period. These totals aren't transactions; BankConv leaves them out.
- Payments print with a minus sign
- On the statement a payment reduces what you owe, so it prints as -$ and purchases print as plain amounts. In the export, money out is negative and payments and credits are positive, the same as a bank account. Flip the sign if your software expects card spending as positive.
- Dates have no year
- Transaction Date and Posting Date print as month and day (Apr 02). BankConv takes the year from the statement period, so a December–January statement keeps both years. It uses the transaction date and leaves the posting date out.
- A Miles column on co-branded cards
- AAdvantage cards add a Miles column beside the amount, and the statement ends with miles details and year-to-date totals. None of these are transactions; BankConv leaves them out.
Converting a Barclays US statement
Barclays US card statements are text-based PDFs of six to eight pages. Page 1 has the Account Activity summary, from Previous Balance to Statement Balance; the Transactions table comes a couple of pages later, followed by fees and interest.
- Download the PDF statements from Activity & Statements.
- Upload them to BankConv, several at once.
- Check the rows, then export Excel, CSV or QBO.
Checking the result
We tested the converter on 12 monthly Barclays US AAdvantage Aviator statements, with 3 to 33 transactions each. On every one, the previous balance plus purchases, interest and fees, minus payments and credits, matched the Statement Balance printed in Account Activity to the cent.
- Compare the payments total with Payments - Thank You in Account Activity, and purchases with Purchases.
- Check that the lines under Fees Charged and Interest Charged are in the list.
- Leave the year-to-date totals and miles details out of any sum. BankConv already does.
The UK bank is on the Barclays page. For more card issuers, see the US bank guides.
Sources: Barclays US: General questions (statements and transaction downloads) · Barclays US: How to view statements in the mobile app · Barclaycard US: Card FAQ (24 months of statements online)
Columns you get
Sample rows in Barclays US's layout, fictional data. First 5 pages free to check.
Deleted after 24 hours
Your PDF and its converted files are deleted automatically. Account owners can choose 48 or 72 hours instead.
Read only to extract transactions
Your statement is read (with OCR for scans) to pull out the transaction rows you download.
Encrypted in transit
Uploads and downloads use HTTPS (TLS).
Passwords never stored
The password of a protected PDF is used once to open the file.
No bank login
BankConv works from the PDF you download, never from a connection to your bank.
Never used to train AI
The contents of your statements are not used to train AI models, and your data is never sold.
Barclays US statement questions
Can I download Barclays US credit card transactions to Excel?
Barclays US offers a transaction download for financial software such as Quicken from the Activity & Statements menu, but its help pages don't mention CSV or Excel. Download the PDF statements and convert them with BankConv to get an Excel or CSV file.
How far back can I get Barclays US statements?
Barclays says statements from the last 24 months can be printed online. For older periods, call Barclays customer service and ask for a copy.
Why are purchases negative in my converted Barclays US statement?
BankConv exports card statements the way a bank account reads, with spending as money out (negative) and payments as money in (positive). The PDF shows the opposite, because it counts what you owe. Flip the sign in your spreadsheet if your software expects it.