Export To Excel
AccPal.com allows user to export selected transactions, results or reports to excel.
Exporting all transations
To export all transactions, Click "Menu"
Click "Transactions" on the first column
Make sure filter is not enabled ("Filter is enabled" will display if a filter for transaction is in use).
Click "Save To Excel".
Exporting selected transations
To export all transactions, Click "Menu"
Click "Transactions" on the first column
Click Filter, and refine transactions to specific parameters
Click "Show Filter Result"
User may click "Save To Excel" after result is displayed.
Exporting Home reports
To export reports from Home, Click "Menu"
Click "Home" on the first column
Select the desirable report(by month, year, or date range), Click "View Summary"
User may click "Save To Excel" after result is displayed.
Transafer : Yes - To include transactions marked as "is transfer between accounts" in the report
Transafer : No - To exclude transactions marked as "is transfer between accounts" in the report, recommended.
Exporting reports
To export reports, Click "Menu"
Click "Report" on the first column
Select the desirable report by setting the paramenters, Click "View Report"
User may click "Save To Excel" after result is displayed.
Transafer : Yes - To include transactions marked as "is transfer between accounts" in the report
Transafer : No - To exclude transactions marked as "is transfer between accounts" in the report, recommended.
