Downloading Transactions

Once you’ve taken transactions, you’ll likely want to download a list of your transactions in order to help settlement against your bank.

How to Download a List of Transactions #

To get started, head to the home page of your TrustistTransfer account.

Click the settings cog at the bottom of your screen to bring up the settings menu.

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Scroll down in the settings menu until you reach the ‘Transaction Data’ section.

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Input the date range for the transactions you wish to download.

Press ‘Download’.

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This will then export a file of your past transaction data for the required date range in CSV format.

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