Understanding how to properly sort and export transactions will make using Divvy with your financial software a much simpler process.  

Transaction exports are downloaded from the Transactions page. Exports may take several minutes to generate.

Open Transactions

In the Navigation Menu, click the Transactions link.

Open Transactions

Filter Transactions

You may only want to export a portion of your transactions within a specific time-frame, from a specific budget, or even a specific user. The filter feature can help you do this.

  1. To filter the data displayed in the Transactions page, click the Add Filter link.

Add Filter

2. You can filter by date range [1], receipt status [2], name [3], transaction amount [4], completion status [5], pending status [6], review status [7], approval status [8], lock status [9], sync status [10], budget [11], card [12] and merchant [13].

3. To apply transaction filters, click the Done button [14].

View Column Settings

  1. To view column settings, click the Columns icon [1].

  2. To hide a column on the Transactions page, click the checkbox for the column [2]. Some columns are locked and cannot be hidden [3].

View Column Settings

Export Transactions

Once you have customized your transactions page, it’s time to export.

  1. To export transactions, click the Export icon [1]. Then select the file type you want to download or export receipts only [2].

  2. To only export visible columns, click the Only export visible columns checkbox [3].

Note: If you have the Only export visible columns checkbox selected, any hidden columns will not export.

Export Cleared Transactions

3. To confirm you want to export your transactions, click the Export button. Transaction exports are sent via email. It may take several minutes for your export file to arrive.

Note: Transaction exports are sent to the email address of the user who creates the export request in Divvy. If you do not see the email with your export file after a few minutes, check the Spam folder of the email address associated with your Divvy account.

Confirm Transaction Export

4. You can view in-progress exports in the Export Viewer [1]. To cancel the export, click the Cancel link [2].

View Export in Progress

5. Successful exports display the Checkmark icon [1]. To download the file export, click the Download link [2].

6. Failed exports display the Warning icon [3]. To retry the export, click the Retry link [4].

View Exports

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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