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How to download your transactions as a CSV file

Updated this week

The Accounting Export Page lets you download detailed CSV reports for your company’s transactions.


You can also use Smart CSV Templates to customize how your export looks — from column order to field names — so it matches your accounting system or internal reporting format.


Downloading CSV Files

Export all your transactions — both exported and unexported — into a single CSV file.
This is useful for bookkeeping, reporting, or data analysis.

How to download a CSV:

  1. Go to Accounting → Export Page.

  2. Select the transactions you want to include in your file

  3. Click Download at the top right.

  4. Select a CSV Template from the dropdown menu.

  5. (Optional) Tick Include Receipts to attach all linked receipts to your export.

  6. Click Download to generate and download your file.

What the CSV includes

  • Transaction details such as:

    • Amounts and VAT

    • Fees and exchange rates

    • Vendor, category, and other related fields


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