How to search and export transactions, and download your Tide statements

On this page you'll learn how to:

Search for a specific transaction

Export your transactions

Download statements for your Tide Business Current Account

Simply scroll down to find what you need.

Searching and exporting transactions in your Tide app

Search for a transaction

Open your Tide app and tap: Home > Find a transaction

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

You can also filter transactions by date range, category, type and status of the transactions you want to filter out – simply use the filters below

Export transactions from your Tide app

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.

Tap Payments > View more under your transactions list

Filter the transactions you'd like to export

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

To see your cleared balance listed after each transaction, select the Standard - Cleared only (including running balance) option in the app.

Export your transactions from the web

Go to Accounts and select your preferred account

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

Select a CSV type and whether to have attachments included

Click Export to save the file

To see your cleared balance listed after each transaction, select Standard (Cleared transactions only).

The CSV file and attachments will download in a new folder on your device.

Download your Tide Account statements

Statements will be 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.

Download a statement from your Tide app

Tap the Profile icon > Profile & Settings > Bank account > Statements and documents > Account statements

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

Tap Share to save your document as a PDF

Must-knows about custom date range statements

You can download your account statements as PDFs with a custom date range, either in the Tide app or on the web

If a statement contains more than 2,000 transactions, we’ll email you a secure download link instead

The end date for a statement must be at least 3 days ago, and each document can cover up to 6 months of transactions

Download your custom-range statements

In the app:

Tap your initials in the top-left corner > Profile and Settings >

Then tap Bank account > Statements and documents > Account Statements > Custom date range

Select your desired date range and download the document

On Tide on the web:

Choose the account you'd like to download statements for

Click Account details ('i' icon in the top-right corner) > Statements > Statement type > Custom range

Select the period you want to cover and download the document