Export CSV from Barclays
Overview
Barclays lets you export transactions as CSV from both online banking and the mobile app. JoinFunds auto-detects the Barclays CSV format, so no manual column mapping is needed.
Online banking (web)
Log in to Barclays Online Banking
Go to online.barclays.co.uk and log in with your credentials.
Select your account
Click on the account you want to export from your accounts list.
View transaction history
Click View statements or scroll to your transaction list. Use the date filter to select the range you want to export.
Download as CSV
Click the Download or Export button. Choose CSV as the format. The file will download to your computer.
Mobile app
Open the Barclays app
Open the Barclays app and log in. Tap the account you want to export.
Export transactions
Tap Statements & Documents, then choose Export transactions. Select the date range and choose CSV format.
Share the file
Tap Share or Save to send the CSV to your email or save it to your device. Then upload it to JoinFunds.
Barclays CSV files are auto-detected by JoinFunds. Just drag and drop your file and the columns will be mapped automatically.
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