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Search and export your transactions

Search and export your transactions

Search for a transaction in your app

  1. Tap Home > Find a transaction

  2. Use the search bar to look up a payment by keywords. For example, the name of the person you've paid or that have paid you, as well as what the payment was for

  3. Filter your transactions by date range, category, type and status of the transactions

Export your transactions through your app

  1. Tap Payments > View more under your transactions list

  2. Filter the transactions you'd like to export

  3. Then tap the 'Share' icon in the top right > select a CSV type > Export to save the file on your device

  4. Tap Standard - Cleared only (including running balance) to see your cleared balance listed after each transaction

Export your transactions through Tide on the web

  1. Go to Accounts and select your preferred account

  2. Click the 'Funnel’ icon next to your account balance to filter the transactions you need > Apply Filter > Export

  3. Select a CSV type and whether to have attachments included

  4. Click Export to save the file in a new folder on your device

  5. Select Standard (Cleared transactions only) to see your cleared balance listed after each transaction

Download your monthly Tide Account statements

Download your monthly Tide Account statements

Statements are issued on the 4th of each following month, in-app.

If you're a Registered Business, your statements will show your legal and trading name (if validated), as well as your registered address.

If you're a Sole Trader – your full personal name, the legal name of your business and your trading name (if verified), plus your trading address.

In your app

In your app

  1. Tap the Profile icon > Profile & Settings > Bank account

  2. Tap Statements and documents > Account statements

  3. Select the month(s) you'd like to download

  4. Tap Share to save your document as a PDF

On Tide on the web

On Tide on the web

  1. Choose the account you'd like to download statements for

  2. Click Account details ('i' icon in the top-right corner) > Statements

  3. Click Statement type > Custom range

  4. Select the period you want to cover and download the document