How to download your Trade Republic transactions

1Download your Trade Republic transactions

Mobile app Open the Trade Republic app and follow this path:

1. Profile
2. Statements
3. Transaction export
4. Create
5. Save the file to your computer or phone.

• The export mixes cash transactions with securities trades. If you only want the cash, delete the other rows from the file before importing it.
• It’s a recent feature: if you can’t see it, update the app.

2Import it into Calers

1. In Calers, open Import data and choose the file you’ve just downloaded.
2. In field mapping, check which column is the date, the amount and the description, and choose the account the transactions should go to.
3. Import: your transactions are ready to categorise and to show up in your reports.

Banks change their menus often: if you can’t find an option, look for similar names (“Export”, “Download”, “Transactions”) or check your bank’s help pages. Bank names are trademarks of their owners, who are not affiliated with Calers.