Download Transaction History (.csv)

Download Transaction History (.csv)

Casa offers two methods for downloading your history of transactions

To generate a CSV file of your entire history of total vault transactions:

  1. Log into your Casa account using a web browser at http://app.keys.casa

  2. Click on "Reporting & Tax" from the left-side menu

  3. Click on "Accounting CSV" or "Tax CSV"

  4. Choose the time frame you'd like to review

  5. Click "OK" to initiate the download

You can also go to the Settings tab in Casa App and click "Download Transaction History" This will provide a list of transactions for the previous tax year.