How do you export transaction data?

Need to export your transactions?

To Export a Specific Account:

  1. Click on the Transactions tab in the top menu bar.
  2. Select the account you wish to export on the left side of the screen.
  3. Scroll to the bottom of the page and click the blue link that says "Export All Transactions” and the results will be downloaded to a CSV file.

To Export All Transaction Data:

  1. Click on the Transactions tab in the top menu bar.
  2. Click on All Accounts on the left side of the screen.
  3. Scroll to the bottom of the page and click the blue link that says "Export All Transactions” and the results will be downloaded to a CSV file.

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

To Export Trends:

  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.