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Filtering and Exporting Transactions

This guide explains how to filter and export transactions from your ledger accounts in Fiskl. Use these tools to find specific entries quickly and share your data with accountants or external applications.

Before you begin​

  • Filtering and exporting are available inside any ledger account. Go to Accounting > Chart of Accounts and select the ledger account you want to work with.
  • To export to Google Sheets, you need a Google account. Fiskl will ask you to authorise access the first time you use this option.

Filtering transactions​

Filtering helps you narrow your transaction list to find exactly what you need. You can combine multiple filters to refine your results further.

Available filter options​

Date filters

  • Date range — Set a custom start and end date.
  • Predefined periods — Select a period such as "This financial year" or "Last month" for quick access.

Transaction source

Three buttons at the top of the transaction list let you filter by how transactions entered Fiskl:

  • All — shows every transaction regardless of origin.
  • Manual — shows only transactions you or your team entered by hand, such as manual invoices, expenses, or journal entries.
  • System — shows transactions created automatically, including bank feed imports, recurring invoices, and integration syncs.

Status filters

  • Categorised / Uncategorised — Filter by whether a transaction has been assigned to a ledger account.
  • AI Processed — Select the sparkle icon to toggle between transactions the AI has processed and those it has not processed or that are not applicable.
info

If you see a transaction that has been incorrectly categorised, you can override it manually. Corrections help improve AI accuracy for future transactions.

Advanced filters

Select Filter to access additional options:

  • Category
  • AI Matched
  • Matched
  • Finalised
  • Sign — filter by incoming (In) or outgoing (Out)
  • Created by user
  • Modified by user

Text search

Use the search bar to find transactions by vendor name, invoice number, or description.

tip

If you notice discrepancies during bank reconciliation, filter by System to check for missing or duplicated bank feed imports. Filter by Manual to identify potential data entry errors.

How to apply filters​

  1. Go to Accounting > Chart of Accounts.
  2. Select the ledger account you want to review.
  3. Select a date preset, a source button (All, Manual, or System), or a status filter directly from the top of the transaction list.
  4. To use advanced filters, select Filter to open the filter panel and choose your options.
  5. Select Apply to update the transaction list.

Exporting transactions​

You can export your transaction list to three formats. Exported files reflect any filters you have applied before exporting.

Fiskl supports the following export options:

  • Google Sheets — Exports directly to a new Google Sheet in your Google Drive.
  • Excel — Downloads a .xlsx file to your device.
  • CSV — Downloads a .csv file to your device.

Export to Google Sheets​

  1. Go to Accounting > Chart of Accounts.
  2. Select the ledger account you want to export.
  3. Apply any filters you need.
  4. Select Export at the top of the transaction list.
  5. Select Google Sheets.
  6. Follow the authorisation prompts to allow Fiskl to access your Google account.
  7. Your data exports to a new Google Sheet in CSV format.

Export to Excel or CSV​

  1. Go to Accounting > Chart of Accounts.
  2. Select the ledger account you want to export.
  3. Apply any filters you need.
  4. Select Export at the top of the transaction list.
  5. Select Excel or CSV.
  6. The file downloads to your device.

Exporting is useful for creating custom reports, sharing records with your accountant or tax preparer, and analysing business performance in spreadsheet software. It also gives you an additional backup before making significant adjustments to your data.

Common issues​

The Google Sheets export button is not working

This usually means the authorisation between Fiskl and your Google account has not been completed or has expired.

  1. Select Export > Google Sheets again.
  2. Follow the authorisation prompts fully, including granting the required permissions.
  3. If the issue persists, try signing out of Fiskl and signing back in, then repeat the export.
My exported file is missing transactions

Exports reflect the filters currently applied to your transaction list. If transactions are missing, check whether active filters are excluding them.

  1. Select Filter and review all active filter settings.
  2. Clear any filters that may be limiting the results.
  3. Select Apply, then export again.
I cannot see the Filter or Export buttons

These controls appear at the top of the transaction list when you are inside a specific ledger account. You will not see them on the Chart of Accounts overview page.

  1. Go to Accounting > Chart of Accounts.
  2. Select the specific ledger account you want to work with.
  3. The Filter and Export buttons appear at the top of the transaction list.