📝 Description
This feature allows you to download your transactions from Waltio as an Excel file (.xlsx).
⚠️ Warnings
This feature is available only for Smart and Unlimited plans.
The file may take a few minutes to generate depending on the volume of transactions.
📂 How to Export Your Transactions?
Step 1 — Access your transactions Go to the My transactions page in your Waltio account.
Step 2 — Start the export Click the "Export my transactions (X)" button at the top right. The number shown corresponds to the transactions that will be exported. If filters are active, only the filtered transactions will be included in the export.
Step 3 — Save the file A save window opens. Choose the desired location and confirm. The file is downloaded in .xlsx format.
Step 4 — Access your exports All your previous exports are accessible from My documents → Exports tab. You can re-download any file from there.
💡 Additional Information
If you click "Export" again, it will launch a new export — previous files remain accessible in "My documents".
To access your tax reports, see the article Access the tax report balance.