š” You can export your transactions to a spreadsheet, or download a monthly PDF statement, both from your organization's dashboard.
Export your transactions
On your organization's dashboard, open your transactions.
Click the export (download) icon in the toolbar.
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
Open your organization's Financial statements page.
Pick a month.
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.
