| --- |
| title: Export Transactions to CSV |
| description: Download your transactions for your accountant or analysis. |
| section: export |
| order: 1 |
| --- |
|
|
| Export your transactions to CSV for your accountant, tax preparation, or your own analysis. |
|
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| ## Export transactions |
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| 1. Go to [Transactions](https://app.midday.ai/transactions) |
| 2. Use filters to select the transactions you want (date range, category, etc.) |
| 3. Click **Export** |
| 4. Choose **CSV** format |
| 5. Download the file |
|
|
| ## What's included |
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| The export includes: |
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| - Date |
| - Description/Merchant |
| - Amount |
| - Category |
| - Account (which bank account) |
| - Tags (if any) |
| - Attached receipts (as links or filenames) |
| - Notes |
|
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| ## Preparing for export |
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| Before exporting, make sure your transactions are: |
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| - **Categorized**: The AI does this automatically, but review for accuracy |
| - **Matched with receipts**: Attach any missing receipts |
| - **Tagged**: Add any tags you want included in the export |
|
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| ## Export for your accountant |
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| Accountants typically need: |
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| - All transactions for a date range (month, quarter, or year) |
| - Proper categorization |
| - Receipt documentation |
|
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| Set up a monthly or quarterly export routine: |
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| 1. Filter transactions for the period |
| 2. Review categories and receipts |
| 3. Export to CSV |
| 4. Send to your accountant |
|
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| ## Tips |
|
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| - Export after reconciling receipts for the period |
| - Keep a copy for your own records |
| - If your accountant uses Xero, QuickBooks, or Fortnox, consider [direct integration](/docs/connect-xero) instead |
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|
