Aidan Scott This would be great for advisers to be able to connect to this, or for us to be able to download all of our transaction data from every source with an approved stamp etc so it's easier to assess financials etc. But I know that the banks always want official statements or transaction lists anyway but it would be a great thing to be able to share all of this data combined from every financial company that I'm using.

Thanks William Dragicevic:. We've found that for mortgage applications banks do usually want official PDF statements.

But for other use cases a data export could be useful in CSV.

That said, we're also keen to know more about these other use cases to see if we can build them into SortMe directly without needing to export data and send it to someone else or another system.

Aidan Scott As an example, our financial adviser had to go through all of our financials manually as they didn't use something like the illion Bankstatement categorisation tool that Westpac is using now to sort our transactions across many providers. It would be great for our adviser to be given a report of this for ease

Aidan Scott my use case for exporting transactions is that i use a tag for each vacation, and at the end of the holiday I’d like to export these to a spreadsheet filtered by this tag and sorted by category. So i can have an overview in my Google drive of all my vacations and know ok last time i visited my parents, i spent x$ on flights, y$ on food and z$ on activities. This way i can look at my budget and go “next time my flights are twice the price, but i won’t have accommodation expenses and i can spend the same on experiences” etc.

I don’t want millions of tags in the list so after export, i delete the vacation ones.