EXPORTING TRANSACTIONS TO XL OR CSV

FinancialBookkeeping

IS THERE A WAY TO EXPORT ALL TRANSACTIONS (SUCH AS HOW THEY APPEAR ON THE ATTACHED SCREENSHOT,) WITH ASSIGNED CATEGORIZATION?

OF COURSE!! I TRIED TO EXPORT USING THE DATA EXPORT FEATURE BUT FOR SOME INEXPLICABLE (TYPICAL WAVE!) REASON IT DROPS ANY MERCHANT DETAIL, LEAVING ONLY CATEGORIZATION WITHOUT A VENDOR, SUPPLIER, PAY TO, OR MERCHANT NAME FROM THE UNDERLYING TRANSACTION -- SO WORTHLESS.

Mikeg

@FinancialBookkeeping,
Have you tried to export the General Ledger?

FinancialBookkeeping

Thanks Mike... Good idea, I tried that but the resulting CSV file on Export from General Ledger lacks the merchant info (same as the "transactions" export)

Looks like I can do it with the detail desired when I export from "Accounts", but it's only per account, like checking account, cash, credit card etc. Which, I will do if required, and then merge them with Excel

Thanks... PS: Where do you practice?

Mikeg

I’m located in MD but service clients throughout the US.