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What the export contains
The account-history export gives you a structured file — typically CSV — of transactions and events on your account: drawdowns, repayments, fees and adjustments, each with a date and amount. Because it is machine-readable, you can import it straight into your bookkeeping or reconcile it against your bank feed rather than retyping figures from a PDF.
How to export
- Open Statements or Activity and choose Export.
- Pick the date range you need.
- Download the CSV and open it in your spreadsheet or import it into your accounts software.
For formatted statements and your agreement, use downloading statements and documents instead.
Using it for reconciliation
Match the export against the entries on your bank statement to confirm every collection and drawdown is accounted for. If something does not reconcile, your statement will show the detail — and if you believe there is an error, see correcting an error on your account. Keeping accounts reconciled also makes your next finance application faster; the Learn hub covers why clean management accounts matter.
Your right to your data
This export is your business's data and you can take a copy whenever you wish. If you ever want a broader copy of the personal data we hold, that is a separate right — a data subject access request — which we cover in the data-and-privacy help.
Frequently asked questions
What format is the export?
Typically CSV, which opens in any spreadsheet and imports into common bookkeeping software. Use it to reconcile rather than retyping figures from a statement.
Can I choose the date range?
Yes. Pick the period you need before exporting, so you get exactly the activity you want to reconcile or file.
Is exporting my history the same as a data request?
No. The activity export is your account's transaction data for bookkeeping. A data subject access request for the personal data we hold is a separate, formal right.
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