> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I search and export my transaction history?

> Find transactions on the Transactions page and export them to CSV for bookkeeping.

<Note>
  **Must know**

  * Transactions appear here automatically as money moves — through checkout, payment links, your terminals, automatic recurring charges, and stored-card charges your staff run — there's nothing to import.
  * **Export** produces a CSV of every transaction matching your current search and filters — the whole set, not just the page on screen — with **Date, PSP Reference, Description, Method, Status, Amount,** and **Currency** columns.
  * **Refunds** are exported as negative amounts, so the totals net out.
</Note>

The Transactions page is your ledger of every payment and refund the processor has handled.

<Steps>
  <Step title="Open Transactions">
    Go to **Financials → Transactions**. The header shows how much has settled this month and the transaction count.
  </Step>

  <Step title="Search or filter">
    Use the search box to find a transaction by **reference or description**, or open the filter panel to narrow by **status** (Settled, Authorised, Captured, Pending, Refused, Cancelled), **type** (Payments, Refunds, Chargebacks, Captures, Cancellations), or **payment method**.
  </Step>

  <Step title="Export to CSV">
    Click **Export** to download a CSV. It covers every transaction that matches your current search and filters across all pages — not just the rows on screen — so set your search and filters first to export exactly the slice you need.
  </Step>
</Steps>

The CSV is ready to hand to your bookkeeper or drop into a spreadsheet. For the meaning behind each status, and why a paid invoice can still show an authorised transaction, see the companion article below.

**Related:** [Payment vs. transaction: what's the difference?](/club/payments-checkout/payment-vs-transaction) · [Financial reports: revenue, tax, and receivables](/club/money-payouts-accounting/financial-reports-revenue-tax-receivables) · [How payouts work](/club/money-payouts-accounting/how-payouts-work)