Custom Reports and Exports

When viewing a particular set of transactions, you have the option of creating a custom report from the transactions list displayed. In the far left section of the screen on the Transactions page, click the "Export" button to view export options:



Upon selecting the desired export format, the file explorer will open, providing you the opportunity to save the export to your desired desktop location. 


*The CSV file is a document that can be used to upload the transactions into most accounting programs like Quickbooks, Xero, and Wave Accounting.


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