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Exporting bank transactions in CSV format.

  1. Navigate to the account for which transactions you would like to export.

  2. Click ‘Export‘.

  3. Select the date range for tax period  EG: 1 Apr 2023 to 31 Mar 2024.

  4. Change the Format to ‘CSV‘.

  5. Click ‘Export‘.

  1. Go to ‘Accounts’ and select ‘Search and Export’.

  2. Select the account you want to export transactions for.

  3. Select the date range for tax period  EG: 1 Apr 2023 to 31 Mar 2024.

  4. Change the Export Format to ‘CSV – Generic‘.

  5. Click ‘Export‘.

  1. Navigate to the account for which transactions you would like to export.

  2. Click ‘Export‘.

  3. Select the date range for tax period  EG: 1 Apr 2023 to 31 Mar 2024.

  4. Change the Format to ‘CSV‘.

  5. Click ‘Export‘.

  1. Select the account you want to download transactions for.

  2. Enter the date range for tax period  EG: 1 Apr 2023 to 31 Mar 2024.

  3. Click on 'Search/Export Options'.

  4. Change the Format to ‘CSV‘

  5. Click ‘Export‘

  1. Navigate to the account for which transactions you would like to export.

  2. Click ‘Export‘.

  3. Select the date range for tax period  EG: 1 Apr 2023 to 31 Mar 2024.

  4. Change the Format to ‘CSV dd/mm/yyyy‘.

  5. Click ‘Export‘.

 

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