📤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 “Actions” button at the top right of the page and select "Export as"

• In the Export Transactions prompt, select "Transactions" as Method

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

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

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

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

• Name your CSV file and select “Save”

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

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