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How do I download my Transaction History?

In addition to viewing your transactions, you can download them as a .csv (comma separated value) file that Microsoft Excel can open as a spreadsheet.

To download your Transactions, please log in to your account and follow the steps below:

  1. Go to the Manage tab in the top navigation then and then select Transactions from the drop down list.

  2. Click on the Download Data link on the left hand side.

  3. Select the date range.

  4. Click the download link and follow the prompts to save the data on your local disk drive.

The data that is downloaded will include the following for each transaction:

  • Date of Payment

  • Payment Description

  • Amount of Payment

  • Name of Job (as applicable)

  • Name of freelancer and/or client (as applicable)

  • Invoice Information

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