Skip to main content
All CollectionsFeaturesWeb App
How do I export transactions on Mettle on the web?
How do I export transactions on Mettle on the web?
Updated over a year ago

To export your transactions, click on the Home screen and select ‘See all transactions’. You'll then see a button that says ‘Export transactions’ in the top-right corner of the screen.

Here you’ll be presented with a series of options such as:

  • The file format you’d like to export, CSV, Excel, OFX or formats compatible with accounting software such as Zoho Books, Sage, Quickbooks, Crunch, FreeAgent, Xero

  • The date range

  • Types of transactions you’d like to include, and any attachments like receipts, invoices, transaction categories and notes


This will generate a download link straight to your device with your export. You can use this link to share the export with your accountant for example. If you want to expire that link, you can do this from the app under ‘Manage devices’.

Did this answer your question?