How to export your PTSB transactions as a CSV

How do I export my PTSB transactions, step by step?

1. Open the PTSB app and sign in.
2. Tap the account you want.
3. Find Download, just above the list of recent transactions, under the balance details.
4. Choose Download CSV.
5. Save the file to Files.

PTSB has been rolling out a new version of its app gradually. If you cannot see Download, update the app from the App Store first. Older guides describe an export in Open24 on a computer; if the app still has no Download button for you, look there.

What file do I get, and how far back does it go?

The CSV has one transaction per line. PTSB does not publish the column layout, so open the file before you rely on it and find the date, the description and the money. Check whether money out and money in share one signed column or sit in two separate columns, and whether there is a running balance.

Dates in an Irish file are day first, as in 03/04/2026 for 3 April.

How far back: eStatements cover two years, as PDFs. We could not confirm a fixed limit for the CSV download, and one outside source puts it at around twelve months. If you need older history, keep the eStatement PDFs.

What usually goes wrong with a PTSB export?

• Looking on the website. The CSV download is in the app. Start there.
• No Download button. The new app is rolling out in stages. Update it, and try again.
• Downloading an eStatement instead. That is a PDF. Go back to the account and use Download above the transactions.
• Dates read the American way. A spreadsheet set to US dates turns 03/04/2026 into March 4. Import with the day first.
• Two amount columns. If money out and money in are separate, adding up one column tells half the story. Make one column where money out is negative before you total anything.

How do I import my PTSB file into Tally?

1. Save the file to Files, iCloud Drive or Downloads on your iPhone.
2. In Tally, tap your profile at the top left, then Money, then Import a statement.
3. Tap Choose a file and pick the file.
4. On Map columns, point at the Date, Description and Amount columns, or at separate debit and credit columns if the file has them. PTSB is on Tally's list for its steps, but Tally has not confirmed the export's columns, so you choose rather than Tally guessing.
5. Check the sample rows under the mapping, review the preview and tap Import.

The delimiter, the decimal mark and whether dates are day first are read from the file itself. If the file does not say which currency it is in, Tally asks you to choose before it shows the preview.

Only have the eStatement? Tally can read a PDF statement too, as long as it holds real text rather than a scan, and it compares what it read with the statement's own totals. For PTSB, though, Tally's steps point you to the CSV in the app.

Tally reads the file on your iPhone. From each row it keeps only the date, the description, the amount and the currency. Anything already in Tally is skipped, and importing the same file again adds nothing. Tally does not connect to PTSB directly: its direct bank connection works only with US banks, so the file PTSB gives you is the way in.

For file formats in general, what the columns mean and how to prove an export is complete, read how to export your transaction history from your bank. Every guide is listed in Money guides.