Export Transactions to CSV

Download your transactions for your accountant or analysis.

Export your transactions to CSV for your accountant, tax preparation, or your own analysis.

#Export transactions

  1. Go to Transactions
  2. Use filters to select the transactions you want (date range, category, etc.)
  3. Click Export
  4. Choose CSV format
  5. Download the file

#What's included

The export includes:

  • Date
  • Description/Merchant
  • Amount
  • Category
  • Account (which bank account)
  • Tags (if any)
  • Attached receipts (as links or filenames)
  • Notes

#Preparing for export

Before exporting, make sure your transactions are:

  • Categorized: The AI does this automatically, but review for accuracy
  • Matched with receipts: Attach any missing receipts
  • Tagged: Add any tags you want included in the export

#Export for your accountant

Accountants typically need:

  • All transactions for a date range (month, quarter, or year)
  • Proper categorization
  • Receipt documentation

Set up a monthly or quarterly export routine:

  1. Filter transactions for the period
  2. Review categories and receipts
  3. Export to CSV
  4. Send to your accountant

#Tips

  • Export after reconciling receipts for the period
  • Keep a copy for your own records
  • If your accountant uses Xero, QuickBooks, or Fortnox, consider direct integration instead