Last updated 8 September 2025
The Accounting page lets you view and filter all your inbound and outbound transactions across your Accounts. From there you can export to CSV. Right now the table is fairly basic, but over time we intend to make this more full-featured and allow you to forgo using a subledger entirely.
Until we build more accounting-specific workflows (i.e. integrate directly into Xero and map transactions to categories), we rely heavily in transaction memos. We prefer adding memos when creating transactions, but you can do so retroactively as well (especially helpful for inbound transactions). Click on the 3 dots and select Add memo. You can also do this from any transaction feed (e.g. on the Dashboard or Account page).
You can filter transactions by clicking on the filter icon in the table headers. Right now you can filter by direction, amount (min and max), Account(s), and memo. You can also filter transactions for a specific date range.
