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Get a transaction report or account statement

Learn how to download your Spend transactions.

Written by Sharesies Help

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.

If you have more than one Spend account, reports and statements can be downloaded separately for each account.

To download a report or statement in the Sharesies app:

  1. log in to your account

  2. go to Home > select the Spend account you’d like a report or statement for.

  3. tap Manage > Download documents.

  4. select the document type and date range

  5. tap Download.

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