Paulson
P

Financial activity

Transactions

Review, search, and organize every movement across your accounts.

Transactions0
Income—
Expenses—
Net movement—

All accounts

Transaction history

Showing all transactions

Tag filter

Choose one or more tags. No selection shows everything.

Tags appear after transactions load.
IDDateDescriptionAccountAmountSourceCategoryTagsActions
Loading transactions…
Loading transactions…

Transaction details

Edit transaction

Data import

Import statement

Upload a CSV statement

Configure the import, run a dry check, then confirm when the rows look correct.

Import results

Dry-run totals and row-level validation errors will appear here.

Data extract

Export transactions

Download server-filtered transactions

The export uses the active account, date, category, and source filters. Search, type, and tag filters apply only to the on-screen table.

File nametransactions.csv
FormatCSV · UTF-8
ScopeAll transactions

Included columns

idtransaction_datedescriptionamountcurrency_codeaccount_idaccount_namecategory_idcategory_nametagssourceexternal_refreconciled_tx_idcreated_at

Multiple tags are separated by |. Nullable fields are empty.

Ready to export

Your browser will download the CSV file directly.