Consolidated Reports

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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.

  1. Go to Accounts on your dashboard

  2. Select the sub-accounts to export reports for

  3. 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.

  1. Go to the Accounts page

  2. Choose a sub-account and navigate to the Account Activity page

  3. Select the transaction type to export

  4. Click CSV and follow the instructions

You will receive an email with a link to download the CSV report.