Barclays · CSV / OFX / PDF

How to export a Barclays statement

Barclays lets you export transactions from Online Banking; the app supports PDF statements which Sift can also read.

1
Log in to Barclays Online Banking on a computer and select your current account.
2
Click Statements & documents, then Export/Download transactions (the download icon next to the transaction list).
3
Choose a date range — up to 3 months per export; run it a few times for more history.
4
Pick Excel/CSV as the format and save the file.
5
Upload to Sift. Barclays' Money In / Money Out columns are combined into a single signed amount automatically.

Good to know

Barclays PDF statements from the app also work — Sift reads them with AI, but CSV is faster and more accurate.
Barclaycard is a separate export from the Barclaycard app/site.

Got your Barclays file? Find out where it went.

Upload takes seconds. Free, no bank login.