Balance on csv


#21

+1 for me too. Also a Crunch user. Have joined Tide Preview.


#22

Hi – any update on this? I just tried to reconcile a CSV from Tide into my Crunch account and had the same problem (balance column required).


#23

Hi there!

To get your running balance column simply choose to export your ‘cleared only transactions’ when exporting as a CSV. I hope this helps!


#24

Tide, how have you not added Balance into CSV downloads yet? It’s so, so frustrating to be a Crunch user without this feature from Tide. It’s so basic, all accounting software demands a balance column. I just can’t understand why this wasn’t included in your MVP, and why it hasn’t been included in the feature set despite multiple requests from your customers. You’re forcing your customers to do the hard work so you don’t have to. I am moving to Monzo Business as soon as it’s live.


#25

Hi @Emrosebaz,

I’m happy to confirm this is now possible :slight_smile:

To get the balance on your CSV file, select “Cleared transactions only” when downloading the file.

Let me know if you have any other questions, I’m happy to help.

Thanks,
Valentine