Skip to content
logo Knowledgebase

Export your bank transactions

Created on  | Last modified on 

Summary

How to export a list of banking transactions from Sage Accounting. This is useful if you're moving to another system.

Resolution

If you would like to export your bank transactions as a CSV or PDF file, the below steps explain how you can do this.

  1. Select Banking and choose the relevant bank account.
    At the bottom of the window, you can specify how many records you want to appear on the page in the Show XX records list.
    You can use the arrow buttons to navigate between pages.
  2. To select all transactions, select the tick box that is in the top left-hand side of the Activity section.
    You can also the tick box next to each individual transaction you want to export.
  3. If you have more than one page of transactions, navigate to each page then repeat step two.
  4. Once you’ve selected the transactions to export; from the action toolbar, select the CSV or PDF button.
    The file downloads to your notifications, or you’re prompted to save the file.
  5. If prompted, browse to where you want to save the file then select Save.