How to download a Barclays bank statement
Barclays Online Statements: My Barclays documents, the PDF icon that saves a statement, 7 years online or 5 once an account is closed, and copies from July 2013.
Barclays calls its statements Online Statements and lists them under My Barclays documents, with a second way in through Statements and documents. What follows covers the routes in Online Banking and in the app, the PDF icon that saves a statement, the periods Barclays gives, and how they sit beside what HMRC asks you to keep.
Where Barclays keeps them
Barclays’ page on Online Statements gives the web route as “Log into Online Banking”, “Under your profile, go to ‘My Barclays documents’” and “Select a document from any account to view, download and print it”. The app route is “Open the app and tap ‘Help/More’”, “Choose ‘Statements’” and “Select any document to view, download and print it”. Source: Barclays, Online Statements, www.barclays.co.uk/ways-to-bank/online-banking/online-statements/, accessed 10 October 2026.
Saving the PDF
The print page names the icon: “You can save your statement by selecting the PDF icon in the toolbar or under the ‘File’ menu.” It also gives another way to reach the list, “In Online Banking, select ‘Manage accounts’, then ‘Statements and documents’.” Source: Barclays, Print online statements, www.barclays.co.uk/help/accounts/statements-balances/print-online-statements/, accessed 10 October 2026.
- 1Log into Online Banking.
- 2Select Manage accounts, then Statements and documents.
- 3Select the statement to view, download and print it.
- 4Save it by selecting the PDF icon in the toolbar or under the File menu.
- 5Or open the app, tap Help/More and choose Statements.
Seven years, or five once the account is closed
Barclays sets two periods on its page about how long statements can be viewed: “If you receive Online Statements, you can view them online for up to 7 years, as long as the account is still open.” and “If you've closed an account, but still bank with us, statements for that account will be available for up to 5 years.” A third page says where the electronic copies begin: “We have automatically uploaded electronic copies of your statements from July 2013.” Source: Barclays, how long Online Statements can be viewed, www.barclays.co.uk/help/accounts/statements-balances/how-long-view-online/, and viewing Online Statements, www.barclays.co.uk/help/accounts/statements-balances/how-can-i-view-online-statements-/, accessed 10 October 2026.
The five years HMRC names
HM Revenue and Customs (HMRC) tells the self-employed on GOV.UK: “You must keep your records for at least 5 years after the 31 January submission deadline of the relevant tax year.” The five years Barclays quotes for a closed account and the five years HMRC quotes are counted from different starting points, so a statement for a closed account is worth saving while it is still online. Source: HM Revenue and Customs (HMRC), How long to keep your records, www.gov.uk/self-employed-records/how-long-to-keep-your-records, accessed 10 October 2026.
From the Barclays PDF to Excel
Give ExtractPro the PDF exactly as you saved it. The .xlsx that you download lists one transaction on each row, with date, description and amount in their own columns, amounts as numbers, and the balance when the statement shows it. Should the PDF be password-protected, enter the password while uploading and the file is opened in your browser.
Last, compare the final balance in the workbook with the statement and the number of rows with the number of transactions. The Barclays page on ExtractPro:
Frequently asked questions
The questions that come up most:
Frequently asked questions
From which date does Barclays hold electronic copies of statements?
Barclays says “We have automatically uploaded electronic copies of your statements from July 2013.” For anything earlier, the page does not say where the statement is.
Does a closed Barclays account keep its statements online?
Barclays says “If you've closed an account, but still bank with us, statements for that account will be available for up to 5 years.” The condition is that you still bank with it.
Where do the amounts in the Barclays workbook come from?
From the PDF you upload. ExtractPro writes each amount as a number in its own column and adds the balance when the statement shows it.
Convert your first statement, free
Nothing to install, no card. Upload the PDF and download an Excel file with one transaction per row.
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