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How do I export my transactions or download a statement?

Downloading your organization's transactions as a spreadsheet, and getting monthly PDF statements.

šŸ’” You can export your transactions to a spreadsheet, or download a monthly PDF statement, both from your organization's dashboard.

Export your transactions

  1. On your organization's dashboard, open your transactions.

  2. Click the export (download) icon in the toolbar.

  3. Choose a format: CSV (best for spreadsheets, and you can set a date range), JSON, or Ledger (for accounting software).

Exports cover your whole organization. If you have a lot of transactions (more than 300), HCB emails you the file when it's ready instead of downloading it right away.

Download a monthly statement

  1. Open your organization's Financial statements page.

  2. Pick a month.

  3. Download it as a PDF (a formatted statement with opening and closing balances, deposits, and withdrawals) or as a CSV.

Statements are available for past months; you can't generate one for the current or a future month.

Good to know

  • Pending transactions aren't included; exports and statements cover settled transactions.

  • Anyone on your team who can view the organization can export, including Readers.

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