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Can I export my transactions?

You can export transaction data to CSV files directly from the app or on web. We offer a few different formats to best suit your accounting needs.Government Gateway username and password, as well as your Payroll Reference numbers, to match your business with HMRC. 

To do this in your app, head to ‘Payments’ > ‘Transaction’ > ‘View More’. Then tap ‘Filter’ to filter the dates or payee > ‘Export’ (top right) > select a CSV type > ‘Export’.

On the web, go to ‘Accounts’ > ‘Tide Current Account’ > select your preferred account > click the funnel icon next to your account balance. Then click on ‘Export’ (arrow pointing right) > Select a CSV type and whether to have attachments included > ‘Export’.

To see your cleared balance listed after each transaction, select the ‘Standard (Pending not included)’ option in the app. If you’re on the web, select ‘Standard (Cleared transactions only)..

There won’t be a match if:

  • There’s a typo in your Government Gateway username or password.

  • You’ve changed your Government gateway password, but haven’t updated it in Tide Payroll. You can do this on the web – go to Admin > Payroll Settings > Update Government Gateway details.

  • You’ve been locked out of the Government Gateway portal – for example, if you’ve entered an incorrect password too many times.

  • Your PAYE credentials aren’t active – see how to activate them here.

You must resolve any mismatch before you can run your next payroll.

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