Overview
Export your list of accounts for reconciliation or reporting in CSV format.
Steps
Go to Finance → Bank Account.
Click Export at the top.
Choose CSV or Excel format.
Download the file from your browser’s downloads.
Tips
Export at month-end for easy bank reconciliation.
Filter by Type or Status before exporting to narrow the list.
Troubleshooting / FAQs
Q: Export failed or empty file.
A: Remove filters, ensure there is at least one entry shown, then retry.