Exporting your banking and bookkeeping data from Starling is straightforward and ensures you can share information with your accountant or manage your records effectively. Follow these simple steps to export your data.
Steps to Export Transactions from Starling
- Access the Bookkeeping Feature
Open the Starling webn app and navigate to the Bookkeeping section. - Click the Export Button
In the top-right corner of the Bookkeeping feature, tap the Export button. - Select Data and Time Period
Choose what you’d like to export from the drop-down menu and specify the time period for the export. - Choose Your Export Type
Starling offers two main export options:- Bookkeeping Transaction Data (CSV)
A spreadsheet containing both Starling and external transaction data for the selected period, including any VAT or tax information you’ve added. - Transaction Attachments (ZIP)
A file containing PDFs or images of attachments linked to Starling and external transactions, with filenames including the date, reference (if available), and amount.
- Bookkeeping Transaction Data (CSV)
- Share with Your Accountant
Once exported, you can share the CSV or ZIP files with your accountant to simplify tax preparation and financial management.
