How do I export my account’s transaction history?

To download your account’s transaction history, please follow the instructions below. 

  • In the Web or Mobile App's main menu, choose the Transactions option
  • Use the two filter options at the top left to set the transaction period, type and amount; if the filters are not used, all the account’s transactions will show

             

  • Choose the Export option found at the top right to download a CSV file; the file will download to your device's default download folder

             

  • Please note that the CSV file’s name will begin with “LiliTransactions”

The resulting CSV file will provide you with the transaction date, transaction amount, transaction type, merchant name, status, categorization type, expense/income type and notes.

 

 

Lili is a financial technology company, not a bank. Banking services are provided by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Choice Financial Group, Member FDIC, or Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. Please see the back of your Card for its issuing bank. The Card may be used everywhere Visa debit cards are accepted. Wire Transfer service provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.