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:


Steps to Download Receipts as CSV:


  1. Navigate to 'All Receipts': Head over to the "All Receipts" page in your WellyBox account.
  2. Select Receipt(s): Click on the checkbox beside the receipt(s) you desire to download.
  3. 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.
  1. 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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