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How do I export transactions from my account to create reports in the Budget and Planning Tool?

Take these steps to export your transactions into a "CSV" file, which is supported by most spreadsheet programs:

  1. On the Dashboard at the top-right of the transaction list, click the small "Export" button.
  2. Enter the desired date range. We can export transactions back from when you began using Alliant Money Management and Budgeting Tool in any time span of one year or less.
  3. Click "DOWNLOAD FILE".
  4. A CSV file will be saved to your computer's download folder.

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