Export charges and deposits to CSV
Choose the records and filters you want in the download.
On this page
Choose charges or deposits and the intended rental and period.
Step 1: Export charges
Open Payments > Charges. Choose the Rental and Time period, and use Filters for Category or Status. Check the results, then choose Export.
Step 2: Export deposits
Open Payments > Deposits. Choose the available rental, lease, tenant and date filters, then select Apply filters. Choose Export CSV to download that scope.
Step 3: Export one lease
Open the lease’s Payments tab. Under Sent charges, choose Export CSV. This downloads charges associated with that lease.
Step 4: Check the file
Open the CSV in your spreadsheet app. Review its dates, statuses and totals before using or sharing it.
Charges columns
The file includes Due date, Category, Lease, Tenant, Status, Amount, Balance due, Paid date, Estimated deposit and Description.
Deposits columns
The file includes Deposit date, Status, Date paid, Tenants covered, Leases covered, Bank, Whole payout amount, Charge count and Charge details incomplete.
Check Status: Rentari’s deposit export can include In transit rows. A filtered grouped payout keeps its whole bank amount; it is not reduced to one selected charge.
Missing records
Review the chosen filters and record type. Charges describe amounts billed; deposits describe payouts. A missing charge or payment should be checked in its original view.
In the unfiltered No deposits yet view, the filter and export controls are not shown.
Check the result
- The CSV contains the selected record type and scope.
FAQs
Are payment notes included?
The current charges file has Description. The current deposits file does not have a separate Payment Note column.
Is this a tax form?
No. It is an export of recorded activity. Select the intended period and check the file’s contents.
Does exporting settle a payment?
No. Downloading copies records without moving money.