How to check and download transaction history on FYERS

How to check and download transaction history on FYERS

The Transaction History section provides a record of fund-related activities in your FYERS account, including deposits, withdrawals, running account settlements, and quarterly settlements. You can review these transactions, apply filters, and download the details from FYERS Web or the FYERS App.

How to view transaction history

On the FYERS App

  1. Log in to the FYERS App.
  2. Tap Funds Available on the home screen or from the main menu.
  3. Scroll down and tap Transaction History.

On FYERS Web

  1. Log in to FYERS Web.
  2. Click the wallet icon to open the Funds section.
  3. Under the Overview tab, scroll down and click Transaction History.

How to filter transactions

In the Transaction History section, you can narrow down the displayed records using the available filters.

  1. Select a Transaction Type:
    • Deposit
    • Withdrawal
    • Running
    • Quarterly
  2. Select a Status:
    • Success
    • Rejected
  3. Tap or click Apply to view transactions matching the selected filters.

How to download transaction history

You can download your transaction history in PDF or CSV format. The maximum date range that can be selected for a single download is three years.

On the FYERS App

  1. Open Transaction History.
  2. Tap the Download button in the top-right corner.
  3. Select the Start Date and End Date.
  4. Select either PDF or CSV.
  5. Tap Download to save the file to your device.

On FYERS Web

  1. Open Transaction History.
  2. Click the Download button in the top-right corner.
  3. Select the Start Date and End Date.
  4. Select either PDF or CSV.
  5. Click Download to save the file to your computer.

Tip: Downloaded transaction-history files can be used for personal record-keeping, reconciliation, audits, or tax-related documentation.

What if...

ScenarioSolution
No transactions are displayedCheck the selected transaction type, status, and date range. Also confirm that fund activity occurred during the selected period.
I need records covering more than three yearsDownload the records in separate date ranges of up to three years each. Contact FYERS Support if older records are not available through the platform.
The CSV file does not open correctlyOpen the file using a spreadsheet application such as Microsoft Excel or Google Sheets. You can also download it again after confirming the selected dates and file format.
A deposit or withdrawal is not listedCheck whether the selected filters or date range exclude the transaction. If it is still missing, contact FYERS Support with the transaction date, amount, and payment reference details.
The downloaded file does not appear on my deviceCheck the browser’s or device’s default download folder. Also confirm that the browser or FYERS App has the required file-storage permissions.
The download is unsuccessfulCheck your internet connection, reduce the selected date range, and try again. Contact FYERS Support if the issue continues.
Last updated: 16 Jul 2026

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