Download bank transactions to CSV

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Download all transaction data for a bank account as a CSV file.

  1. Go to BankingBanks.

  2. From the Actions (3 dots, ) menu select Download CSV.Screenshot highlighting the location of the download csv option for a banck account in IRIS Kashflow

  3. Select the Start and End date you want to cover.
  4. Choose to list the transactions in date ascending or descending Sort order.
  5. Select Download CSV.