How can I export Transactions as csv File? - iOS-Version / Print / Export - Outbank Helpdesk

export

How can I export Transactions as csv File?

You can export your iOS device transactions as well as details of your conversions quite comfortably as csv file.

  • Export transaction details as csv file:
    'Accounts' > 'Select Accout' > 'Open transaction Details' > select the upload icon in the toolbar and csv. Then enter the location where you want to export the csv file (iCloud, Drive, iBooks, Dropbox,...)
  • Export several transactions as csv file:
    'Accounts' > 'Select Accout' > 'Select Edit above the transaction list' > Mark the desired transactions in the transaction list' > select the upload icon and csv. Then enter the location where you want to export the csv file (iCloud, Drive, iBooks, Dropbox,...)
  • Export all transactions of an account as csv file:
    'Accounts' > 'Select Accout' > 'Select Edit above the transaction list' > select the upload icon and csv. Then enter the location where you want to export the csv file (iCloud, Drive, iBooks, Dropbox,...) 

Under 'Settings' > 'Personalization' > 'Transaction List', you can determine which fields should be exported:

  • Dynamic: This is the default setting. The CSV file contains columns for each field type present in the exported transactions.
  • Base Data: The CSV file only contains columns for all default transaction fields.
  • Extra Column: The CSV file contains columns for all standard transaction fields as well as an additional column that consolidates all extra transaction fields.