Download statements for custom time periods | Voters

Download statements for custom time periods

complete

Simran Lehal

To make your bookkeeping easier, soon you will be able to download account statements for whichever time periods you choose. We’ll let you know when this is ready!

December 3, 2021

Simran Lehal

marked this post as

complete

You can now download statements for any time periods you choose, up to 12 months

Simran Lehal

Merged in a post:

Business account statements

Chris Clark

Can we have the export set to a full 12 months, not month by month?

December 3, 2021

Simran Lehal

marked this post as

in progress

Valentin Georgiev

Shaun - Countingup

Merged in a post:

I would like to download a statement in OFX format

Steve Douglas

I'd like to be able to download my statements in OFX format. CSV is quite finicky in terms of how it's interpreted (although it's great for pulling into a spreadsheet, obviously).

April 5, 2019

Shaun - Countingup

Merged in a post:

I would like to download my bank statement

mikeknibb29@gmail.com

download my bank statement feature dosent work for Aug and Sep for some reason?

April 5, 2019

Shaun - Countingup

Merged in a post:

Bank Statements

Chris Clark

Can you have the Bank Statement show my business name - Make Public? Although it shows my trading name, it is my personal name shown on the statement.

April 5, 2019

Shaun - Countingup

Merged in a post:

Statements with defined dates

Robert Clabby

Be able to print a statement off, between set dates.

April 5, 2019

D Evans

Yes! And unlike HSBC months don't end on the 26th!!!

S W

D Evans: Oh I loathe the HSBC set-up. I'm transitioning away from them for many a reason.