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How to Convert Barclays Bank Statement PDF to Excel or CSV

Zawwad Ul Sami

• 4 min read
Convert Barclays Bank Statement PDF to Excel or CSV

Need to organize your Barclays bank transactions in Excel but stuck with PDF statements? 

Since Barclays only provides statements in PDF format, extracting your financial data for budgeting, reporting, or analysis can be frustrating. 

The good news? You can easily convert your Barclays bank statement into an Excel or CSV file. 

This guide will walk you through the process step by step, so you can take full control of your financial data.

Download Your Barclays Bank Statement PDF

Before you can convert your Barclays statement into Excel or CSV format, you need to download it as a PDF. 

Barclays offers two ways to access your statements: through online banking or the mobile app. Follow the steps below to retrieve your statement based on your preferred method.

Option 1: Downloading via Barclays Online Banking

If you're using a desktop or laptop, you can download your Barclays bank statement through Internet Banking. Here's how:

  • Sign in to your Barclays Internet Banking account.
  • Select your account to view recent transactions.
  • Scroll down to the bottom of the transaction list.
  • Click “View All Transactions” to access your full statement history.
  • Set a start and end date for the statement period you need.
  • Click “Start” to generate the statement.
  • Select “Download All PDFs” at the bottom of the screen to save the statement to your device.

Option 2: Downloading via the Barclays Mobile App

If you're on the go and prefer using your smartphone, you can download your statement through the Barclays mobile app. Here’s how:

  • Open the Barclays mobile app and log in.
  • Tap “More” from the home screen.
  • Navigate to “Manage Accounts”, then select “Statement and Letter Preferences”.
  • Tap “Go Paperless”, review the information, and confirm your preferences.
  • Click “Done” and “Close” to return to the Statements and Letter Preferences screen.
  • Tap the back arrow to return to the main menu.
  • Select “Statements and Documents” to view your available statements.
  • Tap on a statement to open it.
  • Click the download icon in the top right corner to save the statement as a PDF file.

Once you have successfully downloaded your Barclays bank statement in PDF format, you’re ready to move on to the next step: converting it into an Excel or CSV file for better financial tracking and analysis.

Convert Your Barclays Bank Statement PDF to Excel or CSV

Now that you’ve downloaded your Barclays bank statement as a PDF, the next step is to convert it into an editable format. 

You can either manually extract the data or use an automated tool for a faster, error-free conversion.

Method 1: Manual Conversion

If you prefer a hands-on approach, you can manually transfer the transaction details into Excel. Follow these steps:

  • Open the PDF file and highlight the transaction details.
  • Copy the selected data and paste it into an Excel spreadsheet.
  • Adjust the columns and formatting to properly align transaction dates, descriptions, and amounts.

Limitations of Manual Conversion:

  • Time-consuming, especially for large statements.
  • Prone to errors, increasing the risk of financial discrepancies.
  • Inefficient for multiple statements, making financial tracking difficult.

For a faster and more accurate conversion, using an automated tool is the best option. One recommended tool is Convert My Bank Statement, which extracts data from PDF bank statements and converts it into Excel or CSV format.

How to Use ‘Convert My Bank Statement'

Below are the steps you can use to convert your bank statement:

  1. Visit the Convert My Bank Statement website.
  2. Click “Click Here to Convert a PDF” on the homepage.
  3. Upload your Barclays bank statement (PDF format).
  4. Click “Convert” to process the document.
  5. Preview the generated Excel file to ensure accuracy.
  6. Click “Download” to save the converted file to your computer.

Why Use ‘Convert My Bank Statement’?

Using an automated tool to convert your Barclays bank statements saves time and ensures accuracy. Here’s why Convert My Bank Statement is a great choice:

  • Time Efficiency – Converts statements in seconds instead of spending hours on manual entry.
  • Accurate Data Extraction – Preserves transaction details without errors or formatting issues.
  • User-Friendly – No technical expertise required; just upload your statement and download the results.

Plan Options:

  • Free Plan – Convert up to two pages per day (perfect for light users).
  • Premium Plan – Convert up to 10 pages per month with added features.
  • Enterprise Plan – Convert up to 4,500 pages, ideal for businesses and bulk processing.

Whether you’re managing personal finances or handling business transactions, this tool provides a reliable and scalable solution.

Benefits of Converting Barclays Bank Statements to Excel

Transforming your Barclays bank statements into Excel or CSV format gives you better financial control and insight. Here’s how:

  • Better Financial Organization – Easily sort, filter, and categorize transactions.
  • Faster Data Processing – Combine multiple statements into one file for seamless analysis.
  • Fewer Errors – Eliminates mistakes caused by manual data entry.
  • Enhanced Budgeting & Expense Tracking – Identify spending patterns, track expenses, and improve financial planning.

By converting your Barclays bank statements to an editable format, you gain greater flexibility in managing, analyzing, and optimizing your finances.

Whether for personal use or business accounting, this simple step can make a huge difference in financial efficiency.

Conclusion

Converting your Barclays bank statement from PDF to Excel or CSV unlocks greater control over your financial data. 

Whether you're tracking personal expenses or managing business finances, having an editable format makes it easier to analyze spending patterns, generate reports, and streamline budgeting. 

While manual conversion is an option, using an automated tool like Convert My Bank Statement saves time and reduces errors, making the process seamless. 

Take advantage of these methods to organize your transactions efficiently and make smarter financial decisions.

FAQs

1. Can I convert my Barclays bank statement to Excel for free?

Yes, some online tools offer free conversion options, but they may have page limits. For example, Convert My Bank Statement allows you to convert up to two pages per day for free. If you need to process larger statements, you may need a premium or enterprise plan.

2. Is it safe to use online conversion tools for my bank statements?

Most reputable tools use secure encryption to protect your data, but always check the website's privacy policy and security features before uploading sensitive documents. For added security, consider using offline PDF-to-Excel software.

3. Can I convert scanned Barclays bank statements to Excel?

If your Barclays statement is a scanned document (instead of a text-based PDF), you’ll need a tool with Optical Character Recognition (OCR) to extract the data. Some conversion tools include OCR functionality, but results may vary based on the clarity of the scan.

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