Skip to main content

Get a transaction report or account statement

Learn how to download your Spend transactions.

Written by Sharesies Help
Updated today

You can download your Spend transactions in two formats.

Transaction report (CSV): a spreadsheet of every transaction for a selected date range.

Account statement (PDF): a document that includes your transaction history and account details for a selected date range. This can be used for official records, such as loan applications.

To download a report or statement in the Sharesies app:

  1. log in to your account

  2. go to Portfolio > Spend.

  3. tap Manage > Download documents.

  4. select the document type and date range

  5. tap Download.

Did this answer your question?