How do I export transactions from my account to create reports on Budget Builder?
You can export your transactions into a ‘CSV’ file, which is supported by most spreadsheet programs.
- On the Dashboard at the top-right of the transaction list, click the small ‘Export’ button.
- Enter the desired date range. We can export transactions back from when you began using Budget Builder in any time span of one year or less.
- Click ‘DOWNLOAD FILE.’
- A CSV file will be saved to your computer’s download folder.