How to filter a transactions csv by payment method
- Step 1Export the full transactions CSV — Download from Stripe, PayPal, your store, or accounting system.
- Step 2Drop into CSV Column Filter — Select the Payment Method column.
- Step 3Enter the payment method to keep — Type 'Credit Card' or 'PayPal'.
- Step 4Download the filtered transactions CSV — Use for reconciliation, provider reports, or accounting import.
Frequently asked questions
Can I keep multiple payment methods at once?+
Yes. Enter a comma-separated list — 'Credit Card, Debit Card' — to keep rows matching either.
What if payment methods are inconsistently named?+
Normalise them with Find & Replace first, then filter.
Is financial data uploaded?+
No. All filtering runs locally in your browser.
Privacy first
Processing runs locally in your browser with PapaParse. No file is uploaded — only metadata counters are saved for signed-in dashboard stats.