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Creating a Transaction Category Report
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

Yzza avatar
Written by Yzza
Updated over 4 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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