๐Ÿ’ผ Exporting Budget Transactions

๐Ÿ’ผ Exporting Budget Transactions

SiFi allows you to easily export all your Budget Transactions for reporting, review, or reconciliation purposes. You can generate a CSV file directly from the platform with full transaction details โ€” filtered exactly how you want.

๐Ÿ“ฅ Steps to Export Budget Transactions

  1. Log in to your SiFi account.

  2. Navigate to the Budgets section.

  3. Select a Budget to view its details.

  4. Click on the Transactions tab.

  5. Apply any filters you need โ€” by user, card, status, or date range.

  6. Click on Export Transactions (top-right corner).

  7. Select the time frame you wish to export (e.g., last week, last month, or custom dates).

  8. Click Export.


โœ… A CSV file will be generated and available in your Download Center.

Go to Reports โ†’ Download Center to retrieve your export.

๐Ÿ“ Whatโ€™s Included in the Export


The CSV file includes:

  • Transaction Date

  • Cardholder Name

  • Budget Name

  • Amount Local 

  • Amount Foreign Currency (If applicable)

  • Foreign Currency (If applicable)

  • Merchant / Vendor

  • Status (Pending, Approved, Declined, Settled)

  • Transaction Type (POS, Online, Refund, etc.)

  • Category / Tags

  • Notes or Comments

๐ŸŽฏ Benefits of Exporting

  • Gain visibility into every transaction within a budget.

  • Perform custom analysis in Excel, Google Sheets, or BI tools.

  • Keep audit-ready records for finance and accounting teams.

  • Use advanced filters to export only whatโ€™s relevant โ€” by user, card, or date.

๐Ÿ’ฌ Need Assistance?


If you need help exporting or interpreting your budget transaction data, contact support@sifi.sa or call 920031030.

Weโ€™re here to help!



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