To download a statement of your transactions, you can either download all of your transactions from the Transactions tab or manually select the transactions to download.
To download all of your transactions, follow the steps below:
Go to the Transactions tab
[Optional] You can filter for specific transactions from the available filters:
Date: Filters for transactions in a specified date range
Category: Filters for transactions from the selected categories
Property: Filters for transactions from the selected properties and /or units
Account: Filters for transactions from the selected bank accounts (includes Baselane Banking account and connected external accounts)
Select the download button, which is the arrow facing down icon, to the left of the blue ‘Add Transaction’ button
Once you've downloaded the statement of your transactions, the file will be downloaded as a CSV file
To download manually selected transactions, follow the steps below:
Go to the Transactions tab
Select the checkbox to the left of each individual transaction you’d like to include in your statement. You can also bulk select all of your transactions by selecting the checkbox that is in the header, to the left of the 'Account' column
Once you’ve selected all of your desired transactions, select the download button, which is the arrow facing down icon, to the left of the blue ‘Add Transaction’ button
Once you've downloaded the statement of your transactions, the file will be downloaded as a CSV file
