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First Direct. Online banking question

8 replies

supadupapupascupa · 18/04/2019 19:13

Can you download your transactions in csv or xls format?
I want to be able to download and use the information for forecasting. If there is this function does it appear oldest at the top or bottom?
There doesn't appear to be anyway of knowing without signing up!

OP posts:
oooooooooooooosha · 18/04/2019 20:54

I'll check...

oooooooooooooosha · 18/04/2019 21:00

Quicken, Microsoft Money, Works, Excel and Lotus 123.

And it downloads newest to oldest, but presumably in something like Excel you could resort.

78percentLindt · 18/04/2019 21:00

From memory, you can download in various formats, quicken, excel, microsoft money and Works.

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supadupapupascupa · 18/04/2019 21:03

Thank you! Very helpful

OP posts:
supadupapupascupa · 18/04/2019 21:04

I'm yet to find a way of resorting in excel..... there must be a way though!

OP posts:
supadupapupascupa · 18/04/2019 21:09

Gah number them and resort. Clever hubby (wish he'd said a bloody year ago!)

OP posts:
FreakyPurple · 18/04/2019 21:13

You don't need to number them. You can sort based on date

supadupapupascupa · 18/04/2019 21:16

Yeah if they're in the right format.... current banks download doesn't work. And that doesn't help with many transactions with same date although for my purposes it doesn't matter

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