To download a CSV for your Card Transactions:

  • Start by clicking on the Card Icon of the toolbar which will take you to your Cards Page.

  • Once there, select the "View All" button next to the Recent Transactions section on the overview page.

  • Once you're on the View All page, you can filter by entering a specific date range, search a specific merchant/amount, and/or select a specific status.

  • Once you have your filters set, click the blue EXPORT CSV button in the upper right-hand corner.

    • Note: You can also click into a specific card for just that card's transactions

    • Note: By selecting transactions that only have a Settled status you will be given a running balance of your account in the CSV.

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