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Creating a Transaction Category Report

How to export all transactions, how to back up all my data, how to export to excel, how to export to PDF

Written by Yzza
Updated over 5 years ago

A Transaction Category Report is an all-inclusive report that shows you ALL the transactions based on your chosen date range. This is perfect for exporting your data, trying to dig through a lot of transactions, or just keeping a back up file of your books.

To generate this report,

  • Go to Reports

  • Scroll down and click Transaction by Category

  • Specifiy the Date Range

  • Choose to download either as CSV or PDF

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