Skip to main content

Exporting your transactions

Updated over 3 weeks ago

Exporting your transactions

Export your transaction data for use in spreadsheets, tax preparation, or other financial software.


How to export

  • Go to the Transactions page

  • Apply any filters you want (date range, account, category)

  • Click the "Export" button

  • Choose your export format

  • Download your file


Export formats

  • CSV - Universal format compatible with Excel, Google Sheets, and most software

  • Excel - Native Excel format with formatting preserved

  • PDF - Formatted report suitable for printing


What's included

Exports include date, description, amount, category, account, and any custom notes or tags you've added.

Did this answer your question?