How to export your Bank of Ireland transactions

How do I export my Bank of Ireland transactions, step by step?

1. Sign in to 365 online.
2. Select the account.
3. Click Export your transaction history.
4. Follow the steps on screen and choose CSV.
5. Save the file.

Bank of Ireland updates 365 online from time to time; its help centre page on exporting transactions has the current wording if a button has moved.

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

A CSV with one transaction per row: the date, the details, the amount out or in and the balance. Bank of Ireland does not publish the exact column names, and Tally has not confirmed them, so check the heading row when you open it.

How far back: up to 12 months. For anything older, use your eStatements, which are PDFs.

Credit cards: Tally's instructions say credit card transactions cannot be exported from 365 online. Older forum answers describe card transactions under the Statements section of a 365 profile, so this may have changed; if you find a CSV there, use it.

What usually goes wrong with a Bank of Ireland export?

• Only the last year. The export stops at 12 months. Download what you need before it ages out, and always before you close an account.
• The credit card is missing. The current account export does not include your card spending. Add the card separately.
• Dates read the American way. Irish dates are day first. A spreadsheet set to US dates turns 3 April into March 4.
• Paying the card counts twice. If you add the card by hand as well, the payment from your current account to the card is not new spending; the purchases are.

How do I import my Bank of Ireland 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. Bank of Ireland 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.

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 Bank of Ireland directly: its direct bank connection works only with US banks, so the file Bank of Ireland 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.