Guides
Guides to setting up and using Merido.
CSV export guides
How to export a CSV from each bank we've tested.
| Bank | Export from | How far back |
|---|---|---|
 American Express | A browser | Since your account opened |
 Barclays | A browser | The last 5 years |
 Chase | The app | The last 90 days |
 Monzo | The app | Since your account opened |
 Starling | A browser or the app | Since your account opened |
More banks coming soon.
Investment export guides
How to export what an investment account holds, from each platform we've tested.
| Platform | Export from |
|---|---|
 Hargreaves Lansdown | A browser |
Looking for a guide that isn't listed?
Email hello@merido.co.ukand tell us what you need. We'll help where we can.