Regions Help & Support

FAQ

How do I export transactions from my account to create reports?

You can export your transactions into a CSV file format, which is supported by most spreadsheet programs. This is extremely useful for tax reporting and graphical analysis purposes:

  1. On the Dashboard at the top-right of the transaction list, select Export.
  2. Enter the desired date range. (We can export transactions back from when you began using this program in any time span of 1 year or less.)
  3. Select Download File.
  4. A CSV file will be saved to your computer's download folder.