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Downloading Transactions

This guide explains how to download your TrustistTransfer transaction data.

Transaction downloads are useful when you need to check payments, reconcile against your bank account, or share information with your accounts team.

Your transaction data is downloaded as a CSV file. CSV files can be opened in spreadsheet tools such as Microsoft Excel, Google Sheets, or accounting software.

Before You Start​

Before downloading transactions, make sure:

  • You are signed in to TrustistTransfer
  • You have permission to access transaction data
  • You know the date range you want to download

If you cannot see the download option, your account may not have the right access.

1. Open Settings​

Sign in to TrustistTransfer.

Select the Settings icon.

This is shown in the bottom-right of the screen.

2. Find Download Data​

Scroll down the Settings page until you find Download Data.

In this section, you will see Transaction Data.

This is where you can download a CSV file of your past transactions.

3. Choose a Date Range​

Select Date Range.

You can choose from the following options:

  • All Time
  • Today
  • Yesterday
  • This Week
  • Last Week
  • This Month
  • Last Month
  • Last 7 Days
  • Last 30 Days
  • Custom

Choose the option that best matches the transactions you need.

4. Use a Custom Date Range​

If you choose Custom, you will need to select the dates yourself.

Tap the From field and choose the first date.

Then choose the To date.

Once the date range is correct, select Select.

5. Download the File​

After choosing the date range, select Download.

TrustistTransfer will create a CSV file containing the transaction data for the selected period.

Your browser will then download the file.

Depending on your device, the file may appear:

  • In your Downloads folder
  • At the bottom or top of your browser window
  • In your phone's Files app
  • In your browser's download history

6. Open the CSV File​

Open the downloaded CSV file using a spreadsheet tool such as Excel or Google Sheets.

You can use the file to review payments, check transaction history, or help reconcile payments against your bank account.

Common Issues​

The Download Button Is Not Available​

Make sure you have selected a date range.

If you choose Custom, both the start and end dates must be selected before you can download.

I Cannot Find the Downloaded File​

Check your browser's downloads area.

If you are using a phone, check the Files app or your browser's download history.

I Cannot Open the File​

The file is downloaded in CSV format.

Open it using a spreadsheet tool such as Microsoft Excel, Google Sheets, Numbers, or compatible accounting software.

I Cannot See Download Data​

You may not have permission to download transaction data.

If you believe you should have access, contact the main account holder or TrustistTransfer support.

Need Help?​

If you cannot download your transaction data, or if the file does not look right, contact:

[email protected]