How to Download a CSV of Transactions

For a CSV of your account statements, click into your Banking Tab from the Rho Toolbar.

You can select the desired account by clicking on it on the left-hand menu, or you can simply click All Accounts to view all of your checking and treasury account transactions.

Click the Export button on the right-hand side, and choose the date range and Attributes you'd like to be included. You will receive a spreadsheet download once you click on Download CSV.

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You can also download a CSV for Card Transactions: here's how.

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