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1
Go to Tag Manager.
2
Click Add Tag -> select Dropdown as the tag type.
3
Name the tag (e.g., “Account”).
4
Click Save tag.
5
Click Import CSV to upload your tag options (chart of accounts in our example). More details on CSV import are available in our support article.
6
Return to the Configure tab and select the created tag in the PEX value column for the “Account” field.
Before exporting, make sure your transactions are tagged. You can tag manually or use PEX Auto Tagger to create rules that auto tag transactions. Find more details on Auto Tagger in our support article.
Last modified on April 23, 2026