Not using Barclays, but for HSBC and Co-operative Bank I use this method to convert PDFs to CSV and import them into QuickFile:
- Open PDF in Acrobat Pro
- Save as other -> Spreadsheet -> Microsoft Excel Workbook
- Open XSLX in Numbers (mac) / Excel (win)
- Delete all the rows before column headers
- Delete all rows after transactions (incl. "balance carried forward")
- Delete last two columns (balance & empty), and delete the second column (type)
- Delete all unnecessary columns (leave only: date, description, amounts)
- If necessary Swap amounts (C & D in my case, so that Withdrawals are first, and Deposits after)
- Delete contents of headers (but leave the row empty)
- Reformat amounts to "Number" (to delete £ symbols)
- Fix the dates (cell format as Date&Time, then set time to "none"; if needed fix them manually). You may need to copy dates to separate rows if multiple transactions are grouped under one date.
- Delete rows without transactions
- Export to CSV
In Quickifile - import as “OTHER”, tick the box "My CSV statement has two columns for money in and money out".
Make sure to attribute:
Column 1 to date
Column 2 to description
Column 3 to Out
Column 4 to In
Alternatively collate columns with amounts (adding minus "-" to withdrawals) and import as CSV into QuickFile without ticking the separate in/out box.
I hope this helps!