> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).
# Export transactions
Download your bank and card transactions as a CSV, keep a saved copy in the Vault, or download the Financial Package with your statements and ledger.
## Open the export menu
1. In the left navigation, click **Banks & Cards**.
2. Pick the period you want to export with the period picker at the top. Every export covers that period.
3. Click the **⋮** menu (**More bank actions**) next to **Add Transaction**.
## Download CSV
Click **Download CSV**. ZeraBooks saves a file named "{Company} - {period} - Bank Transactions.csv". It holds every bank and credit-card account's transactions for the period, with these columns:
| Column | What it holds |
| --- | --- |
| Date | The transaction date |
| Party | The vendor, customer or other party |
| Description | The bank's description |
| Account | The bank account or card |
| Category | The category the transaction is booked to |
| Amount | The amount, in the account's currency |
| Currency | The account's currency |
| Source | **Bank statement**, **Manual transaction** or **Document** |
## Export CSV to Vault
The Vault keeps a private copy of an export with the company, exactly as it was when you saved it.
1. Click **Export CSV to Vault**.
2. Click **Save CSV**. The button changes to **Saved**.
3. Your saved files are listed under **Recent exports**, newest first. Click the download icon next to one to download it again.
4. Click **Done**.
## Download the Financial Package
1. Click **Download Financial Package**.
2. Choose the reports to include: **Ledger**, **Trial Balance**, **Profit & Loss**, **Balance Sheet** and **Cash Flows**.
3. Click **Download**.
The statements download together as one PDF. The **Ledger** downloads as a separate CSV. See [Download the Financial Package](https://www.zerabooks.com/help/reports-and-insights/download-the-financial-package) for what each report shows.
## Frequently Asked Questions
Does the CSV include only the account I'm looking at?
No. **Download CSV** includes every bank and credit-card account for the selected period. Use the **Account** column to filter by account in your spreadsheet.
How do I export all my transactions?
Set the period to **All Time** before you export.
What's the difference between Download CSV and Export CSV to Vault?
**Download CSV** saves the file to your computer. **Export CSV to Vault** keeps a copy inside ZeraBooks with the company, unchanged, so you can download exactly the same file again later.
What does "Could not prepare the export" mean?
ZeraBooks couldn't read the transactions for the export, usually because of a connection problem. Try again in a moment.
Why is the export menu greyed out?
The toolbar is disabled while the page is still loading and while an import or export is running. Wait for it to finish, then try again.
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