Download Transaction Data

Review all your transactions in one downloadable spreadsheet-compatible file.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Transactions” tab.
3. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “Download Transaction Data.”
4. Choose where to save the file and click on the “OK” button to download the data.