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 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 on "CSV" and follow the instructions
You will receive an email with a link to download the CSV report.