How To's and FAQs

How to Download a CSV of Transactions

For a CSV of your account statements, click into your Banking Tab from the Rho Toolbar.

Select the desired account by highlighting it green on the left side of your screen. Or simply click View All on the right side of your screen to view all of your checking and treasury accounts transactions.

You can select desired: time frame, user, budget, status, etc on the top right corner of that View All Screen.

Click the green Export CSV button on the right-hand side, and you will receive a spreadsheet download.

You can also download a CSV for Card Transactions: here's how.

Updated