As tax season approaches, keeping track of your money transfers becomes essential. If you’ve been sending money to family or friends abroad using Remitly, you might want a record of these transactions for your tax filing.
Fortunately, Remitly makes it easy to access and download your transfer history. Note: Only the last few years of transfers are available. Whether you need this information for tax purposes or simply want to keep track of your sending habits, the process is straightforward.
Why you might need your transfer history
Your transfer history provides valuable documentation that may be required when:
- Filing taxes and reporting money sent abroad
- Creating a personal budget and tracking expenses
- Providing proof of financial support for immigration purposes
- Keeping records of payments to family members
How to view your transfer history
Finding your recent transfers on the mobile app is simple:
- Open the Remitly app and sign in to your account
- On the Home screen, you’ll immediately see your most recent transfers
- This includes any transfers currently in progress
- To see past transfers, tap on “View All”
- At the upper right corner, click the down arrow to access the transfer history download page
- Select the year, file format, and click “Download” to download the full history to your device
How to view your transfer history
If you prefer using a computer, you can download your Remitly transfer history from the website:
- Visit Remitly.com and sign in to your account
- Select “Transfer history” from the menu
- You’ll see a list of your transfers, including any in progress
- Click on the “Download” button
- Choose the calendar year you need records for
- Click “Download” to save the file to your computer
- Allow a minute or two for the download to complete
- Repeat these steps if you need records for multiple years
The downloaded file will include all transfers you sent during the selected year to all receiving countries.
Important things to know about your transfer history
When reviewing your transfer history, keep in mind:
- Country-specific viewing: If you send money to multiple countries, your app and website view will only display transfers for your currently selected receiving country.
- Changing country views: To see transfers sent to different countries, simply change your receiving country in your account settings.
- Complete downloads: When you download your transfer history, the file includes ALL transfers to ALL countries for the selected year, giving you comprehensive records.
- Limited history availability: Currently, only the most recent few years of transfer history are available for download through the website.
- Detailed transaction information: Your downloaded history includes dates, recipient names, amounts in both currencies, exchange rates, fees paid, and reference numbers.
- File format considerations: The downloaded file comes in a standard format compatible with Excel, Google Sheets, and most financial software.
Staying organized for tax purposes
Downloading your Remitly transfer history is just one part of being prepared for tax season. Download your history early, before the tax filing rush, and store your transfer records in a secure location with your other tax documents. It’s always a good idea to consult with a tax professional about how to properly report international money transfers, as different countries have different reporting requirements.
With your transfer history in hand, you’ll have the documentation you need to file your taxes accurately and on time. Ready to simplify your international money transfers? Send money with Remitly today and enjoy easy access to your transaction records when you need them most.