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.

1
Head to the Transactions page ( Accounts >  Transactions
2

Select  All transactions from the left-hand menu

3
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

1
Head to the Transactions page ( Accounts >  Transactions
2
  Create a search for the transactions that you want to export
3
Hover over Export in the toolbar and select either  XLSX or  CSV. The file will be exported and available in your Downloads folder

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