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Documentation Index

Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt

Use this file to discover all available pages before exploring further.

You can export your transaction history as a CSV file directly from the Transactions page.
Transactions page showing the Filters and Export buttons

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Export your transactions

1

Choose your provider

Transactions are automatically filtered to your current provider. If you manage multiple legal entities, use the provider switcher to select the right one before exporting.
2

Apply filters (optional)

Use the Filters button to narrow the transactions shown on the page. You can currently filter by account, with more filters coming soon. Any filters you set will carry over to your export.
3

Click Export

Click the Export button in the top-right corner of the page. Your browser will download a transactions.csv file.

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What’s included in the export

The CSV contains one row per transaction with the following columns:
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Date
When the transaction occurred, formatted as YYYY-MM-DD.
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Description
A summary of the transaction.
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Amount
The transaction amount in US dollars (e.g. $1,234.56).
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Bank Account Name
The name of the account the transaction belongs to.