Manual method
- On the website open Transactions.
- Set filters for date, accounts/currencies and transaction status as needed.
- Choose Export and save CSV and/or PDF. Repeat for periods no longer than 365 days.
- For an eligible Business account choose Include attachments when needed, then download the emailed ZIP.
Coverage and limitations: Check filters before export: it saves the current view. Personal and Business attachment capabilities differ. A transaction export is not every piece of account data.
Size and time to allow
Illustrative planning size: 0.1 GB; scenario range 0.005–2 GB. This is a storage-planning example, not a measured average. Your archive may be smaller or larger. Several years of CSV/PDF account activity; receipt attachments are a separate addition.
Preparation and hands-on time: Business attachment links expire after 7 days and ZIPs are limited to 2 GB; split oversized selections. Other generation time is not promised here.
For the 0.1 GB example, network transfer alone is approximately:
| Connection download speed | Transfer estimate |
|---|---|
| 10 Mbit/s | 2 min |
| 50 Mbit/s | 23 sec |
| 100 Mbit/s | 12 sec |
These calculations use decimal GB and 70% of the advertised speed. Tiny transfers can take longer because of startup overhead. Local exports do not need an internet download; use these numbers only for a network transfer. Preparation, retries, extraction, checking and a cloud upload are additional; use upload speed for the latter.
Where and how to keep it
An encrypted USB key can hold this example, but keep another independent copy on an external drive or in private encrypted cloud storage. A USB key alone is easily lost and is not a complete preservation plan. These files expose sensitive identity or financial details; avoid shared folders and retain an independent recovery method.
Create a dated wise/YYYY-MM-DD/ folder. Keep received originals unchanged, use a separate working copy, and note the account/profile, selected dates, formats and known gaps in a private README. Compare file sizes, check any supplied checksums, and open sample files from the backup before considering the task finished. Repeat after meaningful additions. Follow the storage, archive-checking and large-file guide.
Sources and review
Public documentation was reviewed on 27 October 2026. No signed-in export or restoration was performed. Account options and availability can change; follow the current provider instructions.