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.

Additionally, you can export transactions to run your own simulations. Just upload the exported transactions to Excel or Google Docs to begin.

Until next time!