we have changed banks to barclays and cannot download statements as they are in pdf format

Question asked by roy sharman 8 years ago

we cannot use the import for downloading bank statements as barclays statements are in pdf is there a way to change this

2 Replies

You can only upload an import via csv so you have a few options:

  1. Use Yodlee
  2. Type everything up into a csv yourself
  3. Use a service that converts from PDF to csv
  4. Speak to Barclays - all of my clients are able to download csv's so perhaps you're just missing an option somewhere.

Roy - chose the view transactions rather than view statements - you can then "Export" in CSV and many other formats

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