From your Accounts Overview page, you can select one or more sub-accounts and generate either Balance or Transaction history reports to be sent to your email address.
Go to Accounts on your dashboard
Select the sub-accounts to export reports for
Click on Export and follow the instructions
You'll receive an email with a link to download the CSV report.
Note that there are currently some limitations:
The reporting limit for the date range is 31 days
If you are consolidating a large number of transactions across many sub-accounts, the report may exceed the limit and fail to generate:
Same-day exports (date range set to “Today”) are limited to 1 million rows
Exports for the previous day and older are limited to 10 million rows
Exporting detailed reports for a sub-account
You can export Transaction or Balance history reports for a single account on the Activity page.
Go to the Accounts page
Choose a sub-account and navigate to the Account Activity page
Select the transaction type to export
Click CSV and follow the instructions
You will receive an email with a link to download the CSV report.