How do you export transaction data?

To export transactions, please follow the steps below:

  1. Click on the Transactions tab in the top menu bar.
  2. Scroll to the bottom of the page and click the blue link that says "Export All Transactions” and the results will be downloaded to an Excel spreadsheet. 

Note: You can export transactions based on the view (according to type, accounts, tags or search results).

You can also export data from Trends page. To do this, follow the steps below:

  1. Click on the Trends tab in the top menu bar.
  2. Select the graph you wish to view.
  3. Scroll to the bottom of the page and click the link that says “export to CSV”. The results will be downloaded to an Excel spreadsheet.