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April 24, 2019
Question

Does anyone know how to download 'for review' transactions as a csv file or similar. I want to disconnect my direct feed, but will lose all of the unreviewed transactions

  • April 24, 2019
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1 reply

JamesC
April 24, 2019

Hi Darrell2,

 

The best thing to do, is to download a copy of these transactions, directly; from your Online Banking in a .csv file, or other template. - You import into the banking section as a .csv, so we don't have the functionality to export as .csv; we direct our customers to their bank for copies of the transactions in .csv format.

 

You can use the Print button to download a copy as a pdf, but not csv.