If you’d like to export your transactions to a .csv file:
Web
1.) Click on the account (Spend, Save, etc.) you want to export the transactions for.
2.) Click Export Transactions in the upper right.
3.) Set your date range.
4.) Click Export to export your transactions to a .csv file.
5.) A confirmation message will pop-up, confirming the export was successful.
a.) If you select a timeframe with no transactions, you'll see an error message letting you know no transactions were found.
Mobile
1.) Tap on the account (Spend, Save, etc.) you want to export the transactions for.
2.) Tap the three dots in the upper right of the home screen, and tap Export Transactions.
3.) Set your date range.
4.) Click Export to export your transactions to a .csv file.
5.) Choose where you'd like the .csv file to be saved on your phone (Google Drive, iCloud, etc.)
6.) Once the file is saved, A confirmation message will pop-up, confirming the export was successful.
a.) If you select a timeframe with no transactions, you'll see an error message letting you know no transactions were found.
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