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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

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

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