How do I export my payment data?

To export payment and expense data:

  1. Navigate to the Finances section of your Surecave account
  2. Scroll to the bottom of the Transactions section
  3. Select the 'CSV' or 'Print' option

Selecting CSV will automatically download all transaction information to a file with a .csv extension to your local device. Selecting Print will open a printer-friendly view in a new tab.


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