Is this now out of labs ?
This isnāt in Labs yet. Just internal testing for now.
I meant as in exporting statements, is it out of labs now?
Looks good to me. The column order makes more sense too. Will the description column contain the same info as it currently contains (for legacy reasons perhaps)?
Yes for mastercard payments it will be the same as it is today. For Pot round-ups it will say āRound upā too! 
Looks like the new format for exported CSV is in place. Will test it out now 
New CSV format seems to be working fine. Took a minute to rework my spreadsheets, but all the same functionality remains, plus its now easier to filter by recipient or transaction type. The new file naming works great too.

@Lewis_P that was some eagle spotting! 
Weāve now rolled out the improved data structure of CSV exports! The previous format was built for the Prepaid account so a lot has changed since then, and lacked a few fields that make a lot of sense in the current account.
Crucially, you now have the āNameā field which shows the pretty name for the Merchant, as well as names for Pots and Contacts. You also get a new āTypeā field with the āschemeā used for each payment, so you can distinguish between Pot movements, card payments, direct debits, etc.
Weāll be sharing content with all customers, likely with a blog post, and showcase some examples of whatās possible to do with your transaction data in Google Sheets. Iād love to include some examples from the Community, so if youāre using Google Sheets to get insights from your transactions please share them here (or DM me) with either screenshots or a link to your sheet. Donāt worry, we wonāt share your actual data/sheets!! I just want to see what type of insights youāve built and weāll use dummy data to replicate.
Here are all the fields available now:
- Transaction ID
- Date
- Time
- Type
- Name
- Emoji
- Category
- Amount
- Currency
- Local amount
- Local currency
- Notes and #tags
- Address
- Receipt
- Description
You can download a CSV of all your transaction data from the bottom of Summary.
This is excellent, I did an export yesterday and it looks great. However, you missed a field off your list:
- Category split
is the last column in my export.





This is something for another thread another time. Letās stay on CSVs please ![]()

Cross post, letās move it over here:

But on topicā¦
Will this same CSV mechanism get rolled out to the search field as well as summary, as the two are different?
Would be interesting to see what clever dashboards people can build. I generally only export my data once every few months just to have a high level view of my spending, but I do love a good dashboard 
The search field export wasnāt part of this project. Not clear if anyone is working on it.
Search generally needs some work, so maybe there will be a team that overhauls search and includes CSV export in that work?
Oh, to be able to specify a date range and export all transactions between those dates (as you can with legacy banks
).
No, they are all bucketed together under card payment.
It will separate card / bacs / faster Payment but not the type of card payment made
On a joint account, who made the transaction!
Just tried the new CSV export & am v glad that time & date separatedāmakes it much easier to sort & filter to summarise what Iāve spent with one merchant in one time period. My wish, if Iād seen this in time, would be for a custom date range of export and/or month by month, not only the last month. I know I can filter the āall timeā one in excel, but would be less friction if I didnāt have to.
Thanks for the existing improvements 
