Here is a step-by-step guide on how to download monthly transaction statements. These statements can be directly imported into any accounting solution for reconciling expenses.
Step 1: Go to the Statements menu from the sidebar panel.
Step 2: Locate the month you wish to download a statement for, and click on the Download button.
Step 3: Select the Format and review the options available.
Step 4: Click Export Now to start the download of a .CSV file to your browser.
Step 5 (optional): Review your uncleared transactions.
Statements only list cleared transactions. We recommend reviewing the uncleared transactions list for full context, before exporting a statement into your accounting software.
