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How do I export bank transactions to Excel? (VRTrust)

Export bank feed and reconciled VRTrust ledger transactions to a CSV file you can open in Excel, directly from the Bank Reconciliation page.

Yes β€” VRTrust lets you export your transactions directly to a file you can open in Excel. There is no need to copy and paste; the export is built into the Bank Reconciliation page.

What you can export

  • Bank feed transactions β€” from the Bank Feed tab

  • Reconciled (VRTrust ledger) transactions β€” from the Transactions tab

How to export

  1. Go to the Bank Reconciliation page and select the relevant bank account.

  2. Open either the Bank Feed tab or the Transactions tab, depending on which transactions you want.

  3. Click the Export button in the upper-right corner of the screen.

  4. The transactions download as a CSV file, which opens directly in Excel (and Google Sheets).

When this is useful

  • Offline review

  • Sharing with accounting partners

  • Supporting audit or troubleshooting workflows

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