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Account Basics

Can I export my transactions?

You can export transaction data to CSV files directly from the app or on web. We offer a few different formats to best suit your accounting needs.

To do this in your app, head to ‘Payments’ > ‘Transaction’ > ‘View More’. Then tap ‘Filter’ to filter the dates or payee > ‘Export’ (top right) > select a CSV type > ‘Export’.

On the web, go to ‘Accounts’ > ‘Tide Current Account’ > select your preferred account > click the funnel icon next to your account balance. Then click on ‘Export’ (arrow pointing right) > Select a CSV type and whether to have attachments included > ‘Export’.

To see your cleared balance listed after each transaction, select the ‘Standard (Pending not included)’ option in the app. If you’re on the web, select ‘Standard (Cleared transactions only).

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