Convert a Barclays card statement PDF to Excel, categorized.
Upload any Barclays US credit card statement PDF. Sortlumo parses every charge, normalizes the merchant, and sorts it into one of 22 spending categories.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Barclays.
Sign in to Barclays US
Go to barclaycardus.com and sign in to your card account.
Open View Statements
Select the account, then click View Statements on the account home page.
Pick the statement
Choose the current statement or one from the previous years of history Barclays keeps online.
Download the PDF
Statements are offered in HTML and PDF — choose the PDF so Sortlumo gets the full text layer.
Drop into Sortlumo
Drag the PDF into the upload zone. Categorized transactions, ready to export.
NoteBarclays offers statements in both HTML and PDF. Always take the PDF: the HTML view can't be uploaded and copy-pasting it loses the column structure.
Exactly what we extract from your Barclays statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including any you changed by hand.
Barclays statement questions, answered.
Does this work for co-branded Barclays cards like JetBlue and AAdvantage Aviator?
Yes. Barclays issues many co-branded US cards and they share the same underlying statement layout, whatever the branding.
Can I convert several years of Barclays statements?
Yes. Barclays keeps several years of statements online, and you can upload them 10 at a time.
Does Sortlumo handle foreign-currency charges?
Yes. The charge is extracted as billed in USD, with the original merchant description preserved so you can still see where it came from.
What if my Barclays PDF is password-protected?
Sortlumo prompts you for the password at upload. It unlocks the file for parsing once and is never stored.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Barclays PDF. See it categorized in under a minute.
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