📤Exporting Transactions

Getting your financial reports ready? Learn how to export your transaction history in a few easy steps

Exporting Transactions as CSV

  • Navigate to your "Transactions" page, and select the relevant transactions you wish to export

  • Once done, select the black “Export” button at the top right of the page

  • Under the “Export to” section, select “CSV’

  • Choose “Current Selection” and select “Generate CSV”. Then, select “OK”

  • Select the white “Exports” button at the top right of the page

  • Navigate to the “CSV Exports” tab and select “Download”

  • Name your CSV file and select “Save”

Congratulations! You’ve completed your first transaction export in CSV format.

💡 HQ Tip: Use our date filters to find all relevant transactions in a given period

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