Transactions exports

Exporting a complete list of all your transactions to an Excel spreadsheet, or just the results based on your filters.

How exports work

  • When you export, ALL transactions will be included in the file.

  • Filters do not apply to this export. The exported data will contain all transactions from your first recorded transaction to the latest one.

  • The exported file will be in Excel (.xlsx) format and will include detailed information for each transaction.

How to export Transactions

  1. Navigate to the Transactions section in your left navigation.

  1. Click on the Export button at the top right corner of the page.

  1. Your transaction data will be downloaded as an Excel file (.xlsx). Navigate to your recently downloaded history to open the exported file.

Last updated