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The Annual Meeting of The Membership will be held on Tuesday, April 23, 2024, at 5:00 p.m. CST.

August 08, 2023 Transactions Overview

Export Transactions in Money Management

Money Management allows you export transactions as a CSV file, which can be used with several different applications — including most accounting software. The exported file includes all transaction details. 

To export transactions to a CSV file: 

  1. Filter your transactions to the set you wish you export.
  2. Click the export icon on the top right.
  3. Specify where you wish to save the file, name it, and save.