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 technology company and not a bank. Banking services are provided by Choice Financial Group, Member FDIC. The Lili Visa® Business Debit Card is issued by Choice Financial Group, Member FDIC, pursuant to a license from Visa U.S.A.