Barclays statement to Excel
Barclays US card statements split transactions into payments, purchases, fees and interest. Here they become one list in a spreadsheet, with a check against the new balance.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
Statement not read correctly, or something broke? Tell us
Your statement never leaves your device
How to do it
- Sign in at barclaysus.com or in the Barclays US app, open the card and go to Statements. Download the statement as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- Dates like "Oct 03" are read with the year of the statement period.
- Section totals such as "Total Purchases" are skipped. Points earned on each purchase stay in the Description column.
- Checked on a sample statement laid out like a Barclays US card statement: every transaction was read and the balances added up.
Questions
Does it work with Barclays UK statements?
This page was checked on the US card layout only. A digital UK statement with a table of transactions may work too; if it does not, use the "Tell us" link above the table.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed Barclays statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.