To download your transaction history from Angel One, log in to your Angel One account, go to the “Transaction Book” or “Reports” section, select the date range, then click on “Export” or “Download” to save the history as a PDF or Excel file.
How to Access the Transaction History Section?
First, log in to your Angel One account using your Client ID and password. After login, look for the menu named “Accounts” or “Reports” in the dashboard. Under this menu, choose “Transaction Book” or “Transaction History” to access the list of all your trades and other account activities.
How to Select Date Range for Transactions?
In the Transaction History page, you’ll see date filter options. Click on the “From” and “To” fields to pick the start and end dates. You can choose last 7 days, last month, or a custom period. This helps you download only the transaction history you need.
How to Choose the Format for Download?
Once the transactions are displayed, look for buttons like “Export”, “Download”, or a download icon. Click it to choose the format—PDF or Excel (XLS). Select the option based on your need: use PDF for easy sharing or Excel for detailed analysis.
How to Save or Share Your Downloaded File?
After clicking download, the file will save in your device’s “Downloads” folder. You can open it from there. To share, just attach the file in email or messaging apps. The PDF format keeps the layout clean, while Excel allows sorting and filtering data.
What to Do If Transaction History Isn’t Downloading?
If the download doesn’t start, clear your browser cache and refresh the page. Try a different browser or device if needed. Make sure pop‑ups and downloads are allowed. If it still fails, contact Angel One support for help.
How to Check Downloaded History for Accuracy?
Open the downloaded file and match the dates, trade types (buy/sell), amount, and balance against your account dashboard. If anything doesn’t match, you can re‑generate the file or ask support for clarification.
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