How To Download Paytm History as Excel Sheet

Paytm has introduced a new feature where you can export your transaction history as an Excel sheet. Previously, the functionality was limited to PDF format only. Paytm users can now track their expenses more efficiently, and Excel sheets also make it easier to file tax returns. Here’s a step-by-step guide to download your Paytm History in Excel sheet format.

(Also Read: How to Send More Than 2000 to a UPI QR Code Image)

Save Paytm Statement as Excel Sheet

The new feature is available in the latest version of the Paytm app on both Android and iOS. Before we get started, ensure that you updated the app from the Google Play Store and Apple App Store respectively. Now follow these steps:

1. Open the Paytm app and navigate to the Check Balance & History option.

2. Now tap on the Download Statement button.

3. Select the date range as per your preference. You can also download history for the entire Financial Year.

4. Choose the Excel option.

5. Now tap on Request. You will have to wait for a few minutes for the statement to get generated.

6. Once the request is complete, you will see your statement in Excel sheet format. Tap on the Download button.

7. Open the Excel sheet on your phone using Google Sheets or Microsoft Excel app. You can also transfer the sheet to your computer for better readability.

Here’s what the Paytm history looks like in an Excel Sheet. Note that this sheet will include all of your UPI transactions, along with other personal details such as bank account number, phone number, email address, and more. Hence, you should be very careful while sharing this file with any other person.

Advantages of Saving Paytm History as Excel Sheet

Excel is the go-to file format for anything related to finance. Whether it’s keeping simple records or filing your annual taxes from a professional chartered accountant, everyone prefers an Excel sheet over a PDF or any other file. Here are the top five reasons why you should start saving your Paytm history as an Excel sheet:

• Streamlined record keeping: Transactions are saved in a sophisticated and easy-to-understand tabular format in an Excel sheet. PDF can be often confusing due to alignment and scaling issues.
• Easier operations for tracking: Excel sheets provide direct options to find out sum, average, and median. This makes it easy to analyse your expenses and search for a specific transaction. You can also convert this data into a chart for better understanding.
• Universal compatibility: Excel sheets are used globally and are supported on all types of computers, tablets, and even smartphones.
• Seamless tax filing: The Indian Income Tax Portal accepts Excel sheet format to submit your annual statement. You can directly upload your sheet instead of having to update major transactions manually while filing your annual tax returns.
• Easier to merge records: You can easily merge two Excel sheets and keep all of your records in the same file. This helps to track multiple bank accounts at a single place, instead of juggling between two or more files.

FAQs

Q. How to download Paytm history as an Excel sheet?

Go to the Balance and History menu in the Paytm app and select the date range of your statement. Now choose the Excel option to download your Paytm history as an Excel sheet.

Q. How to save Paytm history on desktop?

You can only view and download your Paytm history using the official app on Android and iOS and later export the file on your computer. You cannot save your Paytm history directly on a desktop.

Wrapping Up

By saving your Paytm history as an Excel sheet, you can keep annual records of your UPI transactions, bill payments, and other spending in an organized manner. This helps in easier tax filing and better expense management. Paytm is currently the only app that lets you download your payment history as an Excel sheet, as all other apps like PhonePe, Google Pay and others only offer PDF option.

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