The Clio Cloud Conference is happening October 26-29. Save your spot.

Not a Clio customer? Learn more about Clio's Accounting Software for Law Firms

Why Doesn't the Running Balance Appear on the Transactions Export When Exporting to CSV?

Objective:

  • Running balance doesn't show in the Transactions Export when exporting to CSV format
  • Running balance doesn't appear in CSV when exporting bank account transactions 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The running balance is only included on the Web and PDF export currently. Please contact Support to vote for this feature. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality