Download your transaction history

To download your transaction history, log in on web, go to your Transactions page, select "Edit," and scroll down to "Download CSV."

By default your entire transaction history will be downloaded. You can use the filters on the page to change which transactions are included when you download the file.

Screenshot_2023-11-20_at_6_01_32_PM.png

If you'd also like to download your Account balances, in addition to transactions, you can do this from the Accounts page on web. You'll see the words "Download CSV" at the bottom of the Summary card on the right side.

Was this article helpful?
15 out of 34 found this helpful