You can choose to download a list of your transactions to a CSV file. This can be useful if you have changed some of your transactions' description or date and would like to locate the original information. This is only supported on the web application.
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
Exporting list of transactions to CSV
1. Navigate to your 'Transactions' page
2. Set the filters accordingly to exclude any transactions you do not wish to download. This can be filtered by a combination of:
- Number of accounts included in the list
- Which categories
- Time period
3. Once this is done, click on 'Export CSV' located at the top right hand corner of the page