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How do I download a transaction history?

Alison Perkins avatar
Written by Alison Perkins
Updated this week

To show a list of transactions, you will need to log in and have access as a company administrator.

From your Sharesies Private dashboard, click the menu option for 'Share register' and 'Transaction history'.

You can filter by shareholder, email, Sharesies Private ID, share class, funding round and/or date range, and results can be downloaded as a CSV file.

You can make multiple selections in the fields for:

  • Filter by share class

  • Filter by funding round

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