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How do I export data from Venn?

Michael Tan avatar
Written by Michael Tan
Updated over 3 weeks ago

You can filter your financial transactions or activities in Venn and easily export them as a downloadable spreadsheet. Here's how:

Step 1: Go to Venn "Transactions"

Step 2: Select "All Accounts" and choose the currency account you wish to view

Step 3: If required, filter for your desired transactions with the other filters available

Step 4: Select the down arrow button on the top right of the page to export your transactions into a .csv file

Note: You need to select "All Accounts" and specify either your "CAD Account", "USD Account", "GBP Account", "EUR Account" or any other sub-accounts you may have created before you can export the data. This is because the data is specific to a single currency account therefore, unless that is already selected, the data cannot be populated into a readily exportable .csv excel file.

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