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How To Export Transactions

Exporting your entire ledger or a specific subset of transactions is essential for external analysis, audits, or sharing data with your team. Cryptoworth allows you to generate detailed CSV reports directly from your transaction history.

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Written by Richard Pasquin
Updated this week

1. Filter Your Data (Optional)

Before exporting, you can narrow down the list to exactly what you need.

  1. Navigate to the Transactions page.
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  2. Use the filter tabs at the top (e.g., Date, Accounts, Assets, Classifications) to view only the specific data you want to export.​

    Note: If you do not apply filters, the export will include your entire transaction history.

2. Initiate the Export

  1. Click the blue Export button located at the top right of the Transactions page.​
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  2. A configuration modal will appear.
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3. Configure and Download the File

In the Export Transactions modal:​

  • Export Type: Select CSV (or PDF if you prefer a read-only document).
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  • Export in Input Format: Check this box if you need the file to match Cryptoworth's import template (useful for bulk editing and re-uploading).
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  • Select Columns: Click this dropdown to customize exactly which data fields (e.g., Timestamp, TxHash, Fee) are included in your CSV file.
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  • Memo: Add an optional custom name to the file for easier identification later.

  1. Click the blue Export button at the bottom of the modal.
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  2. You will see a confirmation message stating: "Transactions have been processed for exporting. We will send an email... when it is ready".​
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  3. Check your email inbox for the secure download link.
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    • Pro Tip: You can also access past exports by clicking the Export History button next to the Export button on the main page.

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