Transactions Export

Feb 06, 2024

Introducing Transactions Export. Tax season is almost upon us. If you need to send a list of transactions to your accountant, Balance can assist you. Navigate to the Transactions page, apply filters to narrow down the results (e.g., Category: Business, Account: Business Account, Direction: Outflow), and select Export Transactions from the transaction options dropdown. Balance will generate a CSV file containing the list of transactions that you can share with your accountant.

Optionally, you can export these transactions to Google Sheets or Microsoft Excel to run your own simulations.

Until next time!