Exporting your bank statements from Mettle is simple and efficient. Whether you’re preparing for tax season or organising your accounts, this guide will walk you through the process step-by-step.
Steps to Export Transactions from Mettle
- Open the Mettle App
Navigate to the Account tab. - Access Transactions and Statements
Tap on ‘Transactions and Statements’ and select ‘Export transactions’. - Choose Your Account
Select the account you’d like to export from:- Main Mettle account
- Savings pot
- Regular pots
- All accounts combined
- Customise Your Export
Tailor your export by applying filters:- Choose a date range
- Filter by transaction type
- Select Your Format
Export your data in a format that suits your needs, such as:- CSV
- Excel
- OFX
- Or formats compatible with accounting software like FreeAgent, QuickBooks, Xero, and more
Share Securely with a 7-Day Link
Need to share large files with your accountant or team? Mettle provides a secure, temporary link that allows access to your exported data for up to 7 days. You remain in control of your data—delete the link at any time, or let it expire automatically after the 7-day period.
