Downloadable Spreadsheets History

Having downloaded the Spreadsheet with all the transactions it would be useful if the dividends and interest earned would be displayed in their own seperate columns so that this can easily be seperated and added up. Many thanks


You can export information about your ‘Dividends’ or ‘Transactions’ separately. Go to ‘Menu’ → ‘History’ and tap on the button at the top right-hand side of the screen.

You have control over the type of data included in the export. For example, if you wish to omit dividend data, just untick all other boxes and click on ‘Export CSV’. You will receive a notification when the file is ready to download.

If you have something else in mind, let me know.


Oh Thanks! I was wondering how you do this. I ended up always downloading the whole lot. Very useful to seperate. Again much appreciated for the reply.

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You’re welcome! I am glad to be of help :pray: