How to Upload Your Barclays Statement to Monavio
Follow these steps to download your Barclays (United Kingdom) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Sign in to Barclays online banking or the Barclays app.
- 2
On the web, open “My Barclays documents” under your profile. Another documented route is “Manage accounts” → “Statements and documents”. Select the document.
- 3
In the app, open “Help/More” → “Statements”.
- 4
Statements display as PDF. Save using the PDF icon or your browser’s file menu, then upload the statement PDF to Monavio.
Tips & Common Issues
- ✓ Statements are available for up to 7 years while the account is open. Closed-account statements may remain available for up to 5 years if you still bank with Barclays.
- ✓ Choosing “Online Only Statements” stops paper delivery; online statements can also be viewed while receiving paper ones.
- ✓ For closed-account statements, you may need to order copies by phone or at a branch.
Frequently Asked Questions
Where are statements on the web?
On the web, open “My Barclays documents” under your profile. Another documented route is “Manage accounts” → “Statements and documents”. Select the document.
Where are statements in the app?
In the app, open “Help/More” → “Statements”.
How much statement history is available?
Statements are available for up to 7 years while the account is open. Closed-account statements may remain available for up to 5 years if you still bank with Barclays. For closed-account statements, you may need to order copies by phone or at a branch.
Does online access stop paper statements?
Choosing “Online Only Statements” stops paper delivery; online statements can also be viewed while receiving paper ones.
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