Export Transactions

Export your transaction details to a .csv file. Exported transaction data includes the following fields: Date, Description, Original Bank Description, Amount, Transaction Type, Category, Bank, Account Name, and Account Type.

 

Export Transactions

 

To export your transactions, start from the Accounts page transaction ledger. Search by category or description or select a specific account from the accounts list. Click Export Transactions, the pop-up window will prompt you that all the transactions that you have filtered will be exported to a .csv file. Click Export. A .csv file will be downloaded through your browser. Open the file to view the data for the transactions that you exported.

394f09daf7261e38402495676f2d372d@hellowallet.desk-mail.com
https://cdn.desk.com/
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