Filters & export

Filters, search, and export all respect the current view on Transactions.

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Find charges

Use the search bar for vendor or description. Sort any sortable column. Show or hide columns with the column picker. Pagination controls how many rows appear per page.

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Bulk actions

Select one or more rows to open the bulk toolbar: Row-level actions are also available from ⋮ on each charge. Column meanings are on Understanding transaction rows.

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Export

Click Export on Transactions to download the charges you currently see (after filters and search).

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ClearSpend CSV

This is the default download. The file includes the same details as the table, such as vendor, amount, date, owner, reconcile status, and links to attached files.

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Xero bank statement

Choose Xero — bank statement import for a CSV shaped for Xero (date, amount, payee, description, reference, currency). ClearSpend does not post to Xero — you import the file yourself. See Xero.

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Export with invoices (zip)

On the ClearSpend format, choose Export with invoices (zip) for the CSV plus linked invoice and receipt files. Not available for the Xero format.

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Delete

Use ⋮ → Delete transaction, or bulk Delete, to remove a charge. A later sync may bring it back.