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PTSB export transactions as CSV or Excel

  • 08-08-2022 9:33pm
    #1
    batmansDad
    Registered Users, Registered Users 2 Posts: 20 ✭


    I have to move banks from Ulster Bank. I called PTSB to find out if I could export transactions as CSV or Excel and unfortunately they couldn't answer my question.

    Can anyone with a PTSB account confirm that you can export the last 12 months transactions to CSV or EXCEL.



Comments

  • #2
    mct1
    Registered Users, Registered Users 2 Posts: 253 ✭✭mct1


    I asked PTSB something similar via Twitter regarding a potential business account. They replied that you can export recent transactions via a .pdf or .csv file. Not sure how they define "recent" but, if it's anything to go by, on our personal PTSB account you can access 9 months.

    Post edited by mct1 on


  • #3
    uxt43
    Registered Users, Registered Users 2 Posts: 4 ✭uxt43


    it can be exported only for the previous 12 months in csv/excell after that its statements, funnily enough when i asked the chat support they told me it was only possible in pdf, piggy bank still:)



  • #4
    Doodah7
    Registered Users, Registered Users 2 Posts: 3,799 ✭✭✭Doodah7


    There is a very annoying bug in PTSB's online system when downloading transactions, which I do at the start of every month. If I put in the date range 1 February to 29 February it will ALWAYS include the monthly bank charge and cashback when it is dated 1 March.

    This goes for any month: 1 June to 30 June will include the bank charges of 1 July.

    And to make matters worse, when downloaded the date order will be 1 Feb, 1 Mar, 1 Mar, 2 Feb, 3 Feb etc.



  • #5
    Geuze
    Registered Users, Registered Users 2 Posts: 14,039 ✭✭✭✭Geuze


    Is there any way to get the downloaded spreadsheet to be in the following date order:


    1-Mar

    2-Mar

    3-Mar

    as in later tx are in lower cells



  • #6
    batmansDad
    Registered Users, Registered Users 2 Posts: 20 ✭batmansDad


    For anyone who stumples across this.

    You can only export the past 12 months of transactions. Certainly for my business this is a nightmare as I need 3 months either side of my calendar year.

    Their Excel spreadsheet that they export to has some strange formatting choices. @Geuze your best option is to clear the fomatting and then apply your own formatting and styles: https://support.microsoft.com/en-au/office/format-a-date-the-way-you-want-8e10019e-d5d8-47a1-ba95-db95123d273e I have to do extra cleanup on the spreadsheet to make it usable for my needs.



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