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Barclaycard CSV exports

13

Comments

  • molerat
    molerat Posts: 36,604
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Forumite

    Barclaycard is the worst non intuitive CC app I have ever had.

    Never associate with idiots on their own level, because, being an intelligent man, you'll try to deal with them on their level - and on their level they'll beat you every time.

    Being hated by idiots is the price you pay for not being one of them.

    Jean Cocteau 1889-1963

  • I raised a complaint about the CSV file having truncated amounts (".00" pence everywhere) and the wrong transaction dates. They haven't replied to me yet, but amazingly it seems today they have fixed the problems. Pence are now showing correctly for the transactions, and transaction dates are now the date of purchase (as per the online screens) rather than what appeared to be the posting date. The dates are corrected in the PDF and HTML download formats too. At least they've fixed the problem before they discontinue the Barclaycard online browser version on 16th September. Still no OFX download option, though.

  • Correction: They've fixed the pence problem so the ".00" has gone away, but the date problem is still lurking there. My latest few transactions showed with their sale date, but some older ones still show dates a day after their sales dates. Maybe my latest transactions cleared on the day the sale was made so looked correct, but the older ones did not.

  • redhanded
    redhanded Posts: 2
    Name Dropper First Post
    Newbie

    I downloaded my transactions from Barclaycard Avios in csv format every quarter to check my spending but just discovered this is now broken with the Online Banking website.

    If I go to Statements and documents > click "Search transactions" for one of the monthly statements > click the "Export" icon, it brings up a menu listing PDF file, CSV file, HTML file. It doesn't matter if you click CSV or HTML options, it just downloads the file in PDF.

    If I got to View Transactions click View all transactions then the Export icon, there are menu options to select a time period and file format. Again, it doesn't matter if you select CSV or HTML, the download is in PDF format.The time period also seems to be broken. For example, selecting a range of 3 months, PDF format, the file downloaded has no transactions in it.

    Is there any way of reporting this to Barclays other than calling up and listening to hold music for half an hour?

  • The CSV option works for me from a Windows PC running Chrome browser to get to Barclays online. However, if I do it from Chrome on an iPad it does what you say and creates a PDF not a CSV file. I think you need to use a Windows PC to get a text CSV file. The date range works for me.

    With regard contacting Barclays for help, whilst I did eventually get someone to answer the phone, I got cut off twice and had to go through it again, and still didn’t get the issue resolved.

    I then tried messaging them: log in to your account and go to Contact Us and select the message option near the bottom. They did reply after about 30 minutes but didn’t answer the problem, and each subsequent response took another 30 minutes until they closed the chat unprompted by me.

    Eventually I wrote to them on paper. They never replied, but magically they fixed the pence problem I had complained about (but not the incorrect date problem).

    I suggest like me you give up trying to get them to fix your problem and find a Windows PC instead.

  • inspectorperez
    inspectorperez Posts: 923
    Sixth Anniversary 500 Posts Name Dropper
    Forumite

    I suspect Barclays may not realise how much of a deal breaker it is by not being able to export in CSV format. It's major items only now that go on to my card and I only retain it because of the decent credit limit.

  • jbrassy
    jbrassy Posts: 1,057
    Eighth Anniversary 1,000 Posts Name Dropper
    Forumite

    It is very annoying that the Barclaycard online servicing has closed and the app is rubbish. I only have BC Rewards which I use when I go abroad, but I am one of those people who downloads transactions in Excel so I can split holiday costs with my partner. From my perspective, there are two options to deal with this:

    1 - download the pdf statement from the Barclaycard app and ask Chat GPT to convert it to an Excel / csv format.

    2 - vote with your feet and use a credit card from a different bank.

    I opted for option 2. Lloyds Ultra is a better credit card (in terms of cashback) and the online / mobile banking service is so much better than Barclays. Yes - you can download csv files of credit card transactions from Lloyds.

  • sjjh
    sjjh Posts: 3
    Name Dropper First Post
    Newbie

    Hello all, I was also a user of the CSV files from the old Barclaycard portal. The new CSV files are indeed lacking some basic details. Compared to the PDF statements, I noticed these problems.

    • Transaction dates are wrong. The CSV date seems to be the next working day after the statement date. This means that, for example, transactions on the statement from the 24th, 25th, and 26th of July 2026 all appear on the 27th in the CSV. The 24th was a Friday.
    • The card holder isn't identified. There are two cards on my account. The statement identifies which card was used for each transaction; the CSV doesn't.
    • Merchant names are mangled by duplication and truncation. Here's an example.
      Statement has "Marks&Spencer PLC, Canterbury".
      CSV has "MARKS&SPENCER PLC Marks&spencer Plc, Can"

    Apart from that, the old format CSV files also had a category field. Category would be like Groceries, Entertainment, Automotive, or Shopping to give some examples. That isn't present in the new CSV files, nor in the PDF statements.

    The earlier problem that the new CSV files had pennies truncated from transaction values seems to have been fixed.

    I guess Barclays aren't going to fix the other issues, which is a shame.

    There are online services that advertise you can upload a Barclaycard statement PDF and it will render a CSV. Or you could use an LLM like Chat GPT. Personally I'm not going to do either of those because it would almost completely compromise my privacy and security.

    Instead I'm going to write my own program to read the statement PDF and render a CSV of the transactions. I should point out that I'm a professional programmer, although retired.

    Unless anybody has a better solution, or one that exists already?

  • inspectorperez
    inspectorperez Posts: 923
    Sixth Anniversary 500 Posts Name Dropper
    Forumite

    May I ask if you have attempted to import the PDF statement into an Excel worksheet using the "Data", "Get Data", "From File", "From PDF" sequence in your spreadsheet?

    I am going to try that in a few days when my October statement will be ready.

    If that doesn't work, I might just look around for an alternative provider and I notice that a previous poster @jbrassy indicates that Lloyds Bank allows CSV downloads.

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