How to export your transactions

Export your transactions in a CSV

March 20, 2023

If you want to go more granular with your data in excel, we won't stop you!

If your accountant wants more data than contained in the P&L, we won't stop you!

Step 1)

Go to reports (this can be accessed by going to the more menu in the bottom right of the main screen, then select reports)

Step 2)

Select which business you want to run a report for.

Step 3)

Select Transaction CSV as the report you want to run

Step 4)

Click "Generate report", the report will then generate and you can then decide where to send the report for you to be able to analyze your data.