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:
- Filter your transactions to the set you wish you export.
- Click the Export CSV in the top right.
- 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.