Note
You can use the backup feature to export your transactions, as shown in this guide: Backup and Restore your PocketSmith data.
Exporting all transactions
It's easy to export all of your transactions into an XLSX (Excel) or a CSV (comma-separated values) file from the Transactions page.
- Head to the Transactions page
- Select All transactions from the left-hand menu
- 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.
Exporting specific transactions
It's also possible to export specific transactions into an XLSX (Excel) or a CSV (ile 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
- Head to the Transactions page
- Create a search for the transactions that you want to export
- Hover over Export in the toolbar and select either XLSX or CSV. The file will be exported and available in your Downloads folde
