Filter your Transactions table by date and export it as a PDF or CSV; a date-only export doubles as a full statement for tax, bookkeeping, and compliance needs.
Before you start
You'll need:
- Access to your Weel account, using a desktop browser. Exports aren't available on the Weel mobile app.
- The date range you need, for example 1 July to 30 June for a financial year, or the start and end dates of a quarter or month.
Steps
- Open Transactions.
- Click Filter.
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Set the Date filter to the period you need, for example your financial year, quarter, or month.
- To include the running balance and opening and closing totals in your PDF, leave Date as your only filter. Any other filter (budget, category, status, person) produces a plain list instead. Run a narrower export separately if you need one.
- Click Export to open the export panel, which shows how many cleared transactions are in scope. Pending transactions, typically the last 3 to 5 business days, aren't included, since they can still change before they clear.
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Tick Export PDF for a statement-style PDF, and/or Export CSV for a spreadsheet, for example to import into accounting software. You can tick both; each generates as a separate file.
- You'll also see an Export Tax Invoices option in the same panel, which zips up attached receipts. That's not covered by this article.
- Click Export again inside the panel to start generating the file(s). This runs as a background job, with a loading spinner and a Cancel Export option while it processes.
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Once ready, the button updates to show how many files are available, for example Download 2 Exports. Click it to save the files to your device. A Start New Export option also appears, letting you start another export without closing the panel.
- If none of your ticked exports produced a downloadable file, the button instead reads No Downloads Available and stays disabled.
What happens next
Weel doesn't produce formal financial statements, like a P&L or balance sheet, but a date-only export functions as a genuine account statement, with a running balance and opening and closing totals: the most formal document Weel provides for your account activity. Any other filter produces a plain list instead, with columns for Date, Merchant, Debit, Credit, and a Totals row. Your file(s) download to your device with all cleared transactions matching your filters.
If something looks off:
- If the export button doesn't respond, or the date filter isn't applying, try a desktop browser, refresh the page, or clear your browser cache.
- Double-check your Date filter covers the transactions you expect, and that it's your only active filter if you need the balance columns, before exporting again.
- If your account has been closed, you may not be able to export from Transactions yourself. Contact Weel support for help getting historical records.
- If the button reads No Downloads Available instead of showing a download count, your selected filters likely matched zero transactions. Widen or adjust your Date range and export again.
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