Exporting your financial data
Export your transaction data for use in spreadsheets, tax preparation, or other financial applications.
To export your data
Go to Transactions
Apply any filters you want (optional)
Click the Export button
Choose your export format
Download the file
Export formats available
CSV - Universal format for spreadsheets
Excel - Native Excel format with formatting
PDF - Formatted report for printing
What's included
Exports include date, description, amount, category, account, and any notes or tags you've added.