🎥Exporting transactions from untied

Quick summary

untied in the browser > Transactions Tab > top right hamburger > Tax Transactions > hamburger > download filtered transactions (choose the tax year, filter etc)

Exporting transactions from untied

There are several reasons you might want to download transactions from untied, whether you're reviewing your records, sharing information with an adviser, or carrying out further analysis in a spreadsheet tool.

untied offers CSV exports that can be imported into Excel, Numbers etc.

This is done from untied in the browser (it can't be done from the mobile app or untied lite).

Before you export - is there an in-built tool?

Before exporting your data, it's worth checking whether untied already provides a tool that can help you achieve your goal more easily.

Reconciling against your bank account?

If you're trying to compare the transactions in untied with your bank statement, we recommend using Bank Reconciliation rather than exporting transactions.

Bank Reconciliation allows you to:

• Add your bank accounts
• Set opening balances
• Track running balances day by day
• Identify missing or duplicate transactions
• Investigate discrepancies between untied and your bank records

Working with an accountant or adviser?

If an accountant or adviser needs access to your records, it's usually better to give them direct access to untied instead of sending spreadsheets.

This allows them to:

• Review transactions directly
• Correct tagging and categories
• Help resolve issues within your untied account
• Access the latest information without requiring repeated exports

If your adviser is already registered with untied, they can provide you with an Adviser Code.

To add an adviser:

1. Go to Plan & Settings
2. Select Adviser Management
3. Enter the Adviser Code provided by your accountant or adviser

If your adviser is not yet onboarded with untied, ask them to contact us and we'll help them get set up.

Exporting from untied

Note - you are most likely to want to download Tax Transactions.

Exporting source transactions from the Transactions page default view

The Transactions page allows you to download the transactions currently displayed on screen.

To export transactions:

1. Open Transactions
2. Select the menu icon (three-line hamburger menu) in the top-right corner
3. Choose Download filtered transactions

The downloaded file contains the source transaction data shown on the Transactions page.

What is included?

The export includes:

• Transaction dates
• Descriptions
• Amounts
• Account information

What is not included?

The Transactions export does not include detailed split allocations or sub-tagging.

For example, if a transaction has been split between:

• Business expenses
• Rental property expenses

the Transactions export will only show the original transaction, not the individual tagged allocations.

If you need the full tax breakdown, use the Tax Transactions export instead.

Exporting detailed Tax Transactions from the tax transactions view

The Tax Transactions view provides a more detailed export that includes transactions with multiple tags, and currency conversion.

To download Tax Transactions:

1. Open the Transactions page
2. Select the menu icon (three-line hamburger menu)
3. Choose Tax Transactions
4. Apply any filters you want to use
5. Open the menu again
6. Select Download filtered transactions

A CSV file will be downloaded containing the filtered records.

Using filters before export

Exports are done within a given tax year.

You can choose to export:

• All transactions (including personal and untagged transactions)
• Any other filtered set of records

Simply apply your filters before downloading and the export will only include matching transactions.

Understanding the exported file

The download opens as a CSV file that can be viewed in Excel, Numbers or another spreadsheet application.

Summary

For most users:

• Use Bank Reconciliation when checking untied against your bank statement.
• Give accountants and advisers direct access to untied where possible.
• Use the Transactions export for source transaction data.
• Use the Tax Transactions export when you need full tagging and allocation details.
• Apply filters before exporting to download only the records you need.