Exporting your transactions

You can export your transactions, in CSV format, from our website. (And then, analyze the data yourself or upload it to budgeting or accounting services that accept CSV files.)

  1. Log in to your Azlo account on the web.
  2. Click the See all link at the top of your transaction history.
  3. Select the Export to CSV button below the calendar.
  4. Choose the start and end date for the transactions you’d like to export, and then download your CSV.

A tip on importing to Xero: our team tested uploading our transaction CSVs to a variety of accounting services, including Wave, QuickBooks Online, and Xero. We noticed that the data headings in each column could cause Xero to throw an error message when we tried to import … so if you use Xero and you run into any trouble importing a CSV to Xero, try deleting the heading row and then re-importing. If you have any questions, reach out to support@azlo.com.

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