How do I identify exported transactions as earned or spent?

The exported .CSV file doesn't have signed amounts. Is there some other way to tell whether an amount is income or expense?


1 person found this helpful

Hello fandorex,

When you export CSV, are you following these steps:

- Go to the Transactions page.
- Scroll all the way to the bottom and you should see a link that says "Export All Transactions”.
Note: You can export transactions based on the view (by type, by accounts, by tags or by search results).
- Click on Save to Disk. This will save the .CSV file (filename: transactions). Please make sure to save it to a location where you can easily find the file, let's say on your desktop.
- After you locate the saved file, right click on the icon. Select Open With and you can choose Excel program to open the file.

If you are looking at the Excel spreadsheet, you should be able to see 'credit' or 'debit' in the transaction description.

Thank you,
Mint Maggie

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