Would love the ability to export transaction splits to CSV.
Currently they only default to first Accounting Category listed.
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Hi Becky! If you are currently using our universal CSV integration, you should be able to see split transactions and the specific accounting categories associated with them today in the export. In order to see the different accounting categories associated with the split transactions, you should export as Journal Entries. This option should give you a more detailed breakdown of fields compared to download CSV option, including the accounting categories, receipt information, debit/credit information, etc.
Let me know if that works for you!
Thanks, I will check it out!!
I completely agree, Becky! I was actually about to make a separate thread- but then I came across your post so I thought I’d also add to it as well.
It would be great if there was a csv data export from the “Expenses”> “Transactions” screen that accurately captures split transactions data. Curently, we are utilizing a workaround by downloading the sync preview csv. But that data file contains extraneous rows (at least in our case) that have to be filtered, which requires a bit of mapping and clean up on our end. And it also only accounts for transactions that have yet to be synced over - there’s limits to the custom date range functionality that is present in the “Expenses”> “Transactions” screen.
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