Use this when you need a CSV export of project transactions.
Before You Start
Open the project whose transactions you need to export.
If you only want certain transactions, apply search or filters in the Transactions area first.
Steps
- Open the project.
- Go to Transactions if you want to export the filtered transaction list.
- Open the project options menu.
- Choose Export Transactions.
- Select the fields to include.
- Export the file.
- Share or save the generated CSV using the system share sheet.
What Happens Next
Ledger creates a CSV export from the selected transaction set.
Common Issues
- If exported data looks incomplete, check active filters.
- If fee or invoice-related data is missing, your financial access may be limited.
- If you need all project transactions, export from project options without narrowing the transaction list.