Can I export my transactions to my budgeting tool?
At the moment, budget tools that let you import transactions from CSV files are supported. However, we’re working on supporting direct integrations with budget tools like Albert, Copilot, Monarch, Rocket Money, Quickbooks, Quicken, Simplifi, and YNAB.
You can download a CSV file that lists all of your transactions within a statement period and import it to the tools you use to budget your finances. Here’s how:
Cardless on iOS or Android
Go to “Account”
Select “Monthly activity”
Select the statement you’d like to export
Select “Export transactions”
Web
Go to “Statements”
Select “Export transactions” for the statement you’d like to export
Can I export my transactions to my budgeting tool?
At the moment, budget tools that let you import transactions from CSV files are supported. However, we’re working on supporting direct integrations with budget tools like Albert, Copilot, Monarch, Rocket Money, Quickbooks, Quicken, Simplifi, and YNAB.
You can download a CSV file that lists all of your transactions within a statement period and import it to the tools you use to budget your finances. Here’s how:
Cardless on iOS or Android
Go to “Account”
Select “Monthly activity”
Select the statement you’d like to export
Select “Export transactions”
Web
Go to “Statements”
Select “Export transactions” for the statement you’d like to export
Can I export my transactions to my budgeting tool?
At the moment, budget tools that let you import transactions from CSV files are supported. However, we’re working on supporting direct integrations with budget tools like Albert, Copilot, Monarch, Rocket Money, Quickbooks, Quicken, Simplifi, and YNAB.
You can download a CSV file that lists all of your transactions within a statement period and import it to the tools you use to budget your finances. Here’s how:
Cardless on iOS or Android
Go to “Account”
Select “Monthly activity”
Select the statement you’d like to export
Select “Export transactions”
Web
Go to “Statements”
Select “Export transactions” for the statement you’d like to export
Can I export my transactions to my budgeting tool?
At the moment, budget tools that let you import transactions from CSV files are supported. However, we’re working on supporting direct integrations with budget tools like Albert, Copilot, Monarch, Rocket Money, Quickbooks, Quicken, Simplifi, and YNAB.
You can download a CSV file that lists all of your transactions within a statement period and import it to the tools you use to budget your finances. Here’s how:
Cardless on iOS or Android
Go to “Account”
Select “Monthly activity”
Select the statement you’d like to export
Select “Export transactions”
Web
Go to “Statements”
Select “Export transactions” for the statement you’d like to export
support@cardless.com
(888) 310-6377
Available 24/7