How do I download household wallet data?
How Do I Download Household Wallet Data?
Download a CSV file containing the positive and negative amounts added to Household Wallets, both manually and via import. Open the file in your preferred spreadsheet program.
Steps
- Click the Households tab, then the Households tab below it, to reach the HOUSEHOLDS window.
- Click Households Actions to open its dropdown menu.
- Select Download Invoices or Balance to begin the download.
Understanding the Exported Columns
|
Column |
Description |
|
Household Title |
Name of the Household |
|
Adress Fields |
Household’s address (Multiple columns) |
|
Transaction Identifier |
Numeric ID assigned to the transaction |
|
Transaction Amount |
Positive or negative amount added |
|
Transaction Name |
Name assigned to the transaction |
|
Notes |
Optional Notes |
|
Is Voided |
True if someone voided the transaction, False if not |