Exporting your transactions
You may wish to export transactions from your PocketSmith account. You can export specific transactions, or you can export all of your transactions.
In this user guide
Exporting all transactions
It's really easy to export all of your transactions into an XLSX (Excel) or a CSV ( comma-separated values) file from the Transactions page.
- Head to the Transactions page
Select All transactions from the left-hand menu
Hover over Export in the toolbar and select either XLSX or CSV. The file will be exported and available in your Downloads folder
Note
You can also download a full export of your transactions from the Settings menu.
Head to Settings > User preferences and choose Export data from the left menu. Under 'Export all transactions to CSV', click Download a CSV.
Easy!
Exporting specific transactions
It's also possible to export specific transactions into an XLSX (Excel) or a CSV (comma-separated values) file from the Transactions page. First, you'll need to create a search for the transactions you'd like to export. You can learn more about searching transactions here: Searching your transactions
- Head to the Transactions page
Create a search for the transactions that you want to export
Hover over Export in the toolbar and select either XLSX or CSV. The file will be exported and available in your Downloads folder
