BarclayCard: Downloading Transaction Files

geofh

Just a warning...  I recently discovered that BarclayCard were unable to download some of my monthly transaction files that were over 6 months old. This was confirmed by BarclayCard customer service (on 19-Jan-2021), who stated that customers are expected to download their transaction files before they become 6 months old. You can download older PDF statements, but they give less information, and are not much use for importing into local records. For me, the easiest solution is to switch to using another credit card.

SuperAllyB

geofh said:

Just a warning...  I recently discovered that BarclayCard were unable to download some of my monthly transaction files that were over 6 months old. This was confirmed by BarclayCard customer service (on 19-Jan-2021), who stated that customers are expected to download their transaction files before they become 6 months old. You can download older PDF statements, but they give less information, and are not much use for importing into local records. For me, the easiest solution is to switch to using another credit card.

I just look at online statements myself so not affected, but I can see that's frustrating in your case. Surely it's easy enough to make sure you download and save the files more regularly now that you are aware?

MattMattMattUK

geofh said:

For me, the easiest solution is to switch to using another credit card.

Would the easiest solution be to download them every month/quarter/5.9 months?

dr_adidas01

geofh said:

Just a warning...  I recently discovered that BarclayCard were unable to download some of my monthly transaction files that were over 6 months old. This was confirmed by BarclayCard customer service (on 19-Jan-2021), who stated that customers are expected to download their transaction files before they become 6 months old. You can download older PDF statements, but they give less information, and are not much use for importing into local records. For me, the easiest solution is to switch to using another credit card.

Its not a warning as the average Barclaycard customer isn't going to do this, its unique to you.  I personally haven't done this with my Barclaycard in all the years of owning one, What I do, do is download my Monthly PDF statement when it becomes available to keep for my records and in case I need to check a transactions later down the line.

Perhaps as you do it will now spur you on to do it more frequently.

trient

Or you can connect it to a free service like Yolt or MoneyDashboard (or a paid one like Emma or MoneyHub) which will keep syncing your transactions automatically, and you can take a CSV export whenever you want.

geofh

Another Warning about Paperless…

I used to be pleased to go ‘paperless’ for my banks & credit cards. However, my recent experience with BarclayCard suggests that going ‘paperless’ is risky. They have ‘lost’ one of my credit card statements from 14 months ago. I raised this with BarclayCard as a fault [Removed by Forum Team], but they are saying that they cannot recover it. From the before & after statements, I know how much the total spend on my BarclayCard was for that month. And from my own bank account statement, I know that I paid the amount owed. But it seems that BarclayCard have no record of the transactions made that month. They will forever be a mystery.

eskbanker

geofh said:

Another Warning about Paperless…

I used to be pleased to go ‘paperless’ for my banks & credit cards. However, my recent experience with BarclayCard suggests that going ‘paperless’ is risky. They have ‘lost’ one of my credit card statements from 14 months ago. I raised this with BarclayCard as a fault [Removed by Forum Team], but they are saying that they cannot recover it. From the before & after statements, I know how much the total spend on my BarclayCard was for that month. And from my own bank account statement, I know that I paid the amount owed. But it seems that BarclayCard have no record of the transactions made that month. They will forever be a mystery.

And hence the advice posted earlier in the thread about downloading statements (or transactions), rather than just expecting to be able to get hold of these directly from the bank indefinitely.

born_again

geofh said:

Just a warning...  I recently discovered that BarclayCard were unable to download some of my monthly transaction files that were over 6 months old. This was confirmed by BarclayCard customer service (on 19-Jan-2021), who stated that customers are expected to download their transaction files before they become 6 months old. You can download older PDF statements, but they give less information, and are not much use for importing into local records. For me, the easiest solution is to switch to using another credit card.

Don't bank on others not being the same.