Exporting to CSV

To export transactions to a csv spreadsheet, simply navigate to the transactions tab and click on the ellipsis in the right-hand corner, then select "Export transactions to csv".

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• Preparing CSV Files for Import

  When importing CSV files into FraudFindr, you’ll most likely want to do a little clean up in the CSV file to make the process easier. First, be sure to remove any personally identifying information from the top of the file such as bank routing or ...

• Export Transactions to Excel

  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. Click the “Manage Cases” Tab Click “Manage Case” For Your Desired Case Click the “Accounts” Tab Click “View ...

• Merging Bank Accounts

  Sometimes the OCR reader will separate one account into two or more accounts do to a misreading of the bank statement headers. To merge the duplicate accounts into one, determine which account you will keep as the primary account. Then, download the ...

• Adding Bank Accounts & Transactions

  To add bank accounts and transactions to a case, click “Manage Cases” and select the case you’d like to manage by clicking “Manage Case”. From there, click the “Accounts” tab. Here, you’ll find all the bank accounts that have been added to the case. ...

• Adding More Transactions to Existing Bank Accounts

  If you need to add more transactions to an existing bank account in FraudFindr, select the account and click the import button from within the “Transactions” tab. This is the “upload” icon directly to the right of the “Filters” button. From here, you ...