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How do I download my transactions into Microsoft Excel?

Transaction detail can only be downloaded using a computer. This feature is not available in the mobile app.

From the Dashboard, select the account or card you want to download transactions for.

Downloading transactions into Excel, step 1

In the top right of the account details page, click More and select Export.

Downloading transactions into Excel, step 2

Select your file format preference and the accounts you want to download transactions for.

Downloading transactions into Excel, step 3

Select the transaction date range, then click Export to download your file.

Downloading transactions into Excel, step 4

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