How to Download a Bank Statement From Barclays

You need a Barclays statement for a mortgage application, a tax return or your own records, and you need it today. Fortunately, you can download a bank statement from Barclays in a couple of minutes. Use the Barclays app or Online Banking, as long as the account is still open.

This guide walks through both routes step by step. Next, it explains how far back Barclays keeps statements online and how to order older or paper copies. Finally, it covers what to do when a PDF is not enough.

Key Takeaways

• In the Barclays app, open Help/More on the home screen, choose Statements, then select a document to view, download or print.
• In Online Banking, select Manage accounts, then Statements and documents, or open My Barclays documents from your profile.
• Barclays statements download as PDF files, so they are ready to save, print or email straight away.
• You can view statements online for up to 7 years while the account is open, and up to 5 years for a closed account if you still bank with Barclays.
• For older statements, order copies through Telephone Banking or in a branch; paper copies arrive by post in five to seven working days.

How to Download a Bank Statement From Barclays

Barclays gives you two ways to download a bank statement from Barclays: the mobile app and Online Banking on a computer. Both show the same statements, so pick whichever device you have to hand.

Download a statement in the Barclays app

1. Log in to the Barclays app.
2. Tap Help/More on the home screen.
3. Choose Statements.
4. Select the statement you need. You can then view, download or print it.

Some Barclays help pages call the first menu simply Help. If you see that label instead, the rest of the steps stay the same.

Download a statement in Online Banking

1. Log in to Barclays Online Banking on a computer.
2. Select Manage accounts.
3. Choose Statements and documents.
4. Open the statement you want, then save it.

Alternatively, go to your profile and open My Barclays documents. From there, you can select a document from any of your accounts to view, download and print it.

Barclays displays online statements as PDF files. To keep a copy, select the PDF icon in the toolbar or use the File menu, then save it to your device.

How Far Back Can You Download Barclays Statements?

When you download a bank statement from Barclays online, you can reach back up to 7 years, provided the account is still open. That covers most everyday needs, including a typical mortgage application or a few years of tax records.

Closed accounts work differently. If you still bank with Barclays, you can view statements from a closed account for up to 5 years. After that, or if you no longer have an account, you need to order copies instead.

How to Get Older or Paper Barclays Statements

Sometimes the statement you need is too old to appear online, or a lender wants a posted original. Barclays offers a few routes:

• An up-to-date statement: order one in Online Banking or at a Barclays cash machine.
• Previous statements: order them through Telephone Banking or by visiting a branch.
• A closed account: call 0345 734 5345, or 0800 924 7365 for Premier customers, or visit a branch.

Paper copies go out by second class post and usually arrive within five to seven working days. Prefer a digital copy? Barclays then uploads the statement to Online Banking two working days after the working day you request it.

Need a statement sent to someone else, such as a solicitor or an accountant at a different address? In that case, call Telephone Banking or visit a branch to arrange a duplicate.

How to Switch to Paperless Statements

If you want every future statement to appear online first, switch to paperless. That way, each new statement is ready to download as soon as Barclays issues it.

• In Online Banking: go to Profile, then Statement and document preferences under Communication preferences, and choose Go paperless for all accounts.
• In the app: open Help/More, then Settings, then Statement/letter preferences.

What to Do if Your Barclays Statement Will Not Download

A statement that refuses to open is usually a device problem rather than a missing document. Try these checks in order:

1. Update the Barclays app to the latest version, then try again.
2. Switch device. If the app fails, log in to Online Banking on a computer and download the PDF from Statements and documents.
3. Check your PDF viewer. Your phone or browser needs a PDF reader to open the file.
4. Look for the statement date. A statement only appears once Barclays has issued it, so the current month will not show until the statement period ends.

If none of these work, contact Barclays through the app or Telephone Banking and ask them to send a copy.

Turning Your Barclays PDF Into a Spreadsheet

A PDF is perfect for proving your income or address, and our guide on whether a bank statement counts as proof of address covers that use. However, a PDF is awkward when you need to sort, filter or total transactions. That matters when you reconcile a bank statement or tally a year of expenses.

Barclays also prints its own codes on statements. It uses DDR for a Direct Debit and STO for a standing order, where many banks use DD and SO. Our guide to the abbreviations on your bank statement explains the common ones.

To get every transaction into rows and columns, upload the PDF to our Barclays bank statement converter. It turns the statement into an Excel or CSV file, ready to sort and total in seconds. For other banks, the same bank statement converter works with any PDF statement.

Conclusion

To download a bank statement from Barclays, open Help/More then Statements in the app, or Manage accounts then Statements and documents in Online Banking. The PDF arrives straight away for any statement from the last 7 years while the account is open. For anything older, or for a posted copy, order it through Telephone Banking or a branch. Once you have the PDF, convert it to a spreadsheet whenever you need to work with the numbers rather than just show them.

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