Export of transactions to spreadsheet

michael's Avatar

michael

28 Jul, 2022 11:50 AM

There does not seem an obvious way to export bank transactions for further analysis. It can be done via transaction filter but the individual items include the currency ident eg "£" which renders the data useless

There must be a way so can anyone tell me how to do it?

  1. 1 Posted by Stuart Beesley ... on 28 Jul, 2022 12:24 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Install / run extract_data extension.. Option: Extract Account Registers.. This will export to csv in a great format for Excel...

  2. 2 Posted by dwg on 28 Jul, 2022 01:10 PM

    dwg's Avatar

    Personally I think it is a notable oversight that the save option in reports does not include a "Spreadsheet" CSV Option that removes currency indicators and thousand separators on the saved data.

  3. 3 Posted by mhoggie on 28 Jul, 2022 02:31 PM

    mhoggie's Avatar

    just a user,

    I thought you could save any report to either CSV or Spreadsheet CSV format.

  4. 4 Posted by dwg on 28 Jul, 2022 09:38 PM

    dwg's Avatar

    You can but the "Excel" CSV export just changes the character set it does not remove any formatting. and CSV just writes a CSV file as is.

  5. System closed this discussion on 27 Oct, 2022 09:40 PM.

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