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How to export your business transaction list

Sending your a list of your matched business transactions to your email address
Written by Johann Oberholzer
Updated 9 months ago
You might want to see a summary of all your matched business transactions or around tax time, you will need to send a list of your matched business transactions to your accountant
  1. Navigate to the Overflow Menu (3 lines at the top left of your screen)
  2. Click on your account at the top of the sidebar
  3. Click on the settings icon (cog wheel) at the top right of the screen
  4. Click on "Export Data"
  5. Click on "Export your Report"
  6. Check your email for a .csv file
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