Skip to main content

Export transaction data

You can export your transaction data to a file for further analysis or record-keeping.

  1. Click Export in the top-right corner of the Transactions page.

  2. In the Export window, enter your notification email.

  3. Choose the File format (e.g., CSV, XLSX) and select whether to apply current filters and columns.

  4. Toggle the Recurrence option if you want a recurring export (e.g., weekly).

  5. Click to Advanced tab to set additional options or Export to request the file creation.

You can monitor the export’s progress and download the file in the Notification Panel or in the Export History.

An email notification will be sent to the specified address once the export is ready. For recurring exports, a notification will be sent to this email whenever a new file is generated.