You can export transactions as a csv file from your Mac.
- Export multiple transactions as csv file:
'Select account in the account list'> 'Select the desired transaction while holding the cmd key'> 'File'> 'Export'> Select the location where the csv file is to be the transaction - Export all transactions of an account as csv file:
'Select account in the account list' > 'Select all transactions with the shortcut 'cmd+a' > 'File' > 'Export' > Select the location where the csv file is to be saved
Under 'Settings' > 'Personalization' > 'Transaction List,' you can choose which fields should be exported:
- Dynamic: This is the default setting. The CSV file will include an additional column for each field type present in the exported transactions.
- Base Data: The CSV file will only include columns for the standard transaction fields.
- Extra Column: The CSV file will include columns for all standard transaction fields, along with an extra column that consolidates all additional transaction fields.