You can download your credit card transactions as a CSV file directly from your dashboard. This is useful for bookkeeping, reconciliation, and importing data into accounting software.
How to download your transactions
Follow these steps to export your transactions as a CSV:
- Sign in to your dashboard.
- Click Accounts in the left-hand menu, and then select Credit Cards in the drop down.
- Next to the transactions list, click Download Transactions.
- Choose a start date and end date.
- Click Download as CSV.
Your transactions will be downloaded to your device as a CSV file.
Things to keep in mind
- Only transactions within the selected date range will be included.
- CSV files can be opened in Excel, Google Sheets, or uploaded into accounting tools.
- Pending transactions may not appear until they have posted.
Need more help?
If you’re having trouble downloading your transactions or don’t see the data you expect, contact our team at support@affiniti.finance or give us a call at +1 840-420-8405 and we’ll take a look.
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