How to convert a Barclays statement
Download your Barclays statement as PDF from the Barclays app or Online Banking
Drop the PDF onto PivotBank, processing begins immediately in your browser
Review extracted transactions in the preview grid
Download your clean Excel or CSV file
What's supported
- Supports all Barclays personal account statement formats
- Handles Barclays Business account statements
- Multi-page statements supported (up to 12+ months)
- Extracts date, description, debit, credit, and balance
- Excel output includes summary sheet with totals
- CSV output compatible with Excel, Google Sheets, Xero, and more
- Your Barclays PDF is never uploaded
Privacy first
Unlike other converters, PivotBank opens your Barclays statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address and account number stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a Barclays statement converts to
Barclays statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Barclays statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Barclays statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Barclays statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Barclays statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Barclays statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Barclays statement questions
Where do I download my Barclays statement as a PDF?
In Barclays online banking, open the account, choose Statements and documents, then download the month you need as a PDF. The Barclays app offers the same under Statements on the account screen.
Is my Barclays statement uploaded to your servers?
No. The PDF is opened on your device, including OCR for scanned pages, and the spreadsheet is written on your device. Only statements you explicitly unlock and save to an account are stored, and only as extracted transaction data, never the PDF itself.
Does it work with Barclaycard and business accounts?
Yes. Barclaycard statements, Barclays Business and Premier statements all use layouts the parser reads, and the running balance is carried through so the spreadsheet reconciles against the statement.
How far back can I convert?
As far back as you have PDFs. Barclays limits how much history its CSV export covers, but a PDF from any year converts the same way, including statements for accounts that are now closed.