How to Export a Transactions Report (CSV) Using the Web App
Bookipi allows you to export your transaction history as a CSV file from the Cashflow section. This makes it easy to review, share, or analyze your financial records in spreadsheet applications. This guide walks you through exporting transaction data from the Overview page.
Step 1: Open Cashflow
From the left-hand navigation menu, click 'Cashflow'.
Go to the 'Overview' Page
Step 2: Locate the Transactions Section
Scroll down to the Transactions section.
Select 'Last 12 months' to define the date range for your export. Bookipi also offers several preset options, such as 'Last 30 days' or 'This month', to help you quickly filter your data.
Or you can select 'Custom' to specify your own start and end dates. Use the 'Custom' option if you want to export transactions for a specific period that isn't covered by the preset date ranges.
Step 3: Customize the Date Range
To select a start and end date, click the < and > arrows to navigate through the calendar.
Once selected, click 'Apply' to confirm.
Step 6: Export Your Transactions
After customizing the date range, click the Export icon to generate a CSV file.
Finally, click 'Export CSV' to export the (.csv) file.
Your CSV file has been successfully saved to your device. To access and review the report, navigate to your device’s drive and open the folder where downloaded files are stored.
Depending on your browser or device settings, the file will typically be located in your Downloads folder. However, if you selected a different save location when downloading, you can find it in that specific folder instead.
Frequently Asked Questions on How to Export a Transactions Report (CSV) from Cashflow on the Web App
Q: Is there a limit to the data stored and included in the report?
A: No, the report includes all data entered into the web app without storage limitations.
Q: Does the CSV report include visual representations or charts?
A: No, the exported CSV file contains raw data only and does not include visual charts or graphs.
Q: Can I customize which information is included in the export?
A: No, the report exports all income and expense data without customization options at this time.
Q: Does the export feature include data from the mobile app?
A: The CSV export only includes expenses recorded through the web app. Expenses added via the mobile app using Cashflow are not currently synced to the web.
Q: Where is my downloaded CSV file saved?
A: The CSV file is saved in your device’s default Downloads folder or the location specified by your browser's settings.
Q: Why don’t Cashflow expenses from the mobile app appear in the web app?
A: The web and mobile apps store expense data separately. This means any expenses or cash flow updates made on one platform won’t appear on the other.
Q: Why are some transactions missing from my export?
A: Verify that:
Your selected date range includes the transactions you're looking for.
Any applied search or filters aren't excluding the records you need.
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