Export Transactions To a CSV File

The Transaction tool allows you export transactions as a CSV file, which can be used with several different applications — including most accounting software. The exported file includes all transaction details.

To export transactions to a CSV file:

1. Filter your transactions to the set you wish you export.
2. Click the Export CSV in the top right.
   
   
3. Specify where you wish to save the file, name it, and save.

To learn more about the Transactions tool, watch the quick clip here. 

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.