How to Download Receipts as a CSV?
For better management and analysis of your financial data, you might want to download your receipts from WellyBox as CSV (Comma Separated Values) files. Here’s a simple guide to help you achieve this:
Navigate to 'All Receipts': Head over to the "All Receipts" page in your WellyBox account.
Select Receipt(s): Click on the checkbox beside the receipt(s) you desire to download.
Initiate Export:
- Look for the "Export" button located on the right side, beneath the filter options, and click it.
- From the dropdown list, select the "Download as CSV" option.
Instant Download Confirmation:
- A notification should pop up, indicating that your export is prepared. If the download doesn’t commence immediately, you may need to manually initiate it.
- If your file isn't visible, check your "Export History" page.
- You can download your receipts again from there, in CSV format or any other available format.
Find your CSV file within the default downloads folder on your device.
If you encounter any issues with the immediate download, the "Export History" page is a reliable alternative to access your files.
Ensure that your browser settings allow for automatic downloads from WellyBox to avoid any hiccups in receiving your files.
Steps to Download Receipts as CSV:
Navigate to 'All Receipts': Head over to the "All Receipts" page in your WellyBox account.
Select Receipt(s): Click on the checkbox beside the receipt(s) you desire to download.
Initiate Export:
- Look for the "Export" button located on the right side, beneath the filter options, and click it.
- From the dropdown list, select the "Download as CSV" option.
Instant Download Confirmation:
- A notification should pop up, indicating that your export is prepared. If the download doesn’t commence immediately, you may need to manually initiate it.
- If your file isn't visible, check your "Export History" page.
- You can download your receipts again from there, in CSV format or any other available format.
Locate the CSV File:
Find your CSV file within the default downloads folder on your device.
Additional Tips:
If you encounter any issues with the immediate download, the "Export History" page is a reliable alternative to access your files.
Ensure that your browser settings allow for automatic downloads from WellyBox to avoid any hiccups in receiving your files.
Updated on: 29/11/2023
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