Smart Clerk

Product details
patrickwpatrickw
patrickwPLUS
Mar 27, 2025

Q: Export categorized transactions to CSV/Excel?

Is it possible to export the final categorized transactions to CSV/Excel so I can import into Quicken/Quickbooks/Tax app etc.? Thanks

Founder Team
Erinc_SmartClerk

Erinc_SmartClerk

Mar 29, 2025

A: Absolutely! This is the best way to collaborate with other parties. You can export all of your data from Smart Clerk into Excel.

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