Exporting your bank transactions gives you a structured Excel file that reflects the data on your screen. It's perfect for reconciliation, audits, backups, or sharing with accountants or stakeholders. The export respects any filters you’ve applied, so you can control exactly what gets downloaded.
Steps to Export Your Bank Transactions:
Navigate to the Data Table section and click on the Bank Transactions Table.
In the top-right corner of the table, click the Export button.
The system will generate and automatically download an Excel (.xlsx) file containing your transaction data.
If you’ve applied date, bank, status, or type filters, only those filtered records will be exported.
If no filters are applied, the export will include all transactions currently listed in your table.