Exporting transactions to a CSV to import into Excel is very easy on our software. Below is a quick video tutorial and steps on how to do it.

1. Click the “Manage Cases” Tab

2. Click “Manage Case” For Your Desired Case

3. Click the “Accounts” Tab

4. Click “View Account” For Your Desired Account

5. Click the 3 Dots (ellipsis)

6. Click “Export Transactions to CSV”

7. Open CSV in Excel