Convert a Barclays PDF statement to FreeAgent

Drop your Barclays PDF below and get date, amount and description in the order FreeAgent expects, with no header row — which is what FreeAgent's uploader wants. Your statement never leaves your computer.

Barclays is one of only two layouts checked against a real statement rather than a synthetic test file — see the notes below for what that covered.

Drop your statement here

or choose a file — nothing is uploaded

What you get

The download is a .csv file, deliberately without a header row, with these columns, in this order:

  1. Date
  2. Amount
  3. Description

Worth knowing. The file deliberately has no header row and no byte-order mark, because FreeAgent reads the first line as data. If you open it in Excel and re-save it, Excel may add both back and the upload will reject the first row.

How to download your Barclays statement as a PDF

  1. Log in to Barclays online banking (or the Barclays app).
  2. Select the account you need, then open its statements or documents section.
  3. Pick the statement period you want.
  4. Choose the option to download or save as PDF — not "print".

Banking apps rename their menus from time to time, so the exact wording may differ slightly. You are looking for the original PDF statement rather than a printout or a screenshot — a printed copy sometimes loses the table structure the converter reads.

How to import it into FreeAgent

  1. In FreeAgent, open the bank account you are uploading to.
  2. Choose the option to upload a statement.
  3. Select the downloaded CSV.
  4. Review the transactions FreeAgent shows you and confirm.

Accounting packages move their menus around between releases, so these are written to describe what you are looking for rather than an exact path.

Notes for Barclays statements

Barclays prints separate "Paid out" and "Paid in" columns. This is one of only two layouts checked against a real statement — a 12-page file of 193 transactions, where every printed balance reconciled exactly. Barclays prints a balance once a day rather than on every row, so most transactions fall inside a checked range and the rest are marked as unverified in the results.

Why the conversion happens in your browser

A bank statement lists your income, your address, your spending and your account number. Most converters ask you to upload that to their servers and keep it there. This one reads the file locally instead, so there is no copy of your statement anywhere but your own machine — and nothing that can be breached later.

Common questions

Why does the file have no column headings?

FreeAgent's statement upload expects the first line to be a transaction, not a heading. Adding headers would make it reject the first row.

Should I open it in Excel first to check it?

You can, but do not save it from Excel — Excel tends to add a header and a byte-order mark on save, both of which break the upload. Check it, then upload the original download.

Is my Barclays statement uploaded to convert it?

No. The PDF is read by JavaScript running in your own browser, and there is no endpoint on this site that can receive it. You can watch your browser's network tab while it converts and see that nothing carrying the file leaves.

How do I know the figures are right before I import them?

Where your Barclays statement prints a running balance, every amount is re-checked against it and you are told how many rows that covered. Anything that could not be read safely is listed separately and left out of the file rather than guessed at. Check both before importing into FreeAgent.

What does it cost?

One page credit converts one page, and five are free on your first visit. If a statement is longer than your balance covers, the opening pages convert free as a preview so you can see whether it reads your layout before paying. Nothing is charged when a conversion fails.

Other formats for a Barclays statement

FreeAgent imports for other banks

Every bank and format →

Simple pricing

One credit converts one page, so you pay for what you actually convert — a two-page statement costs two. Five credits are yours to start with.

Free

£0

  • 5 page credits to start
  • Full export, every format
  • No account needed

Enough to check a short statement end to end.

Most popular

Page credits

£9.99

  • 50 page credits
  • Credits never expire
  • One-off — nothing recurring

About four twelve-page statements.

Pro

£24.99/mo

  • 500 page credits a month
  • Tops up automatically
  • Cancel anytime

For bookkeepers running client statements monthly.