Troubleshooting

How to export your data

Download your transactions, budgets, and reports in CSV or PDF format.

You can export your financial data at any time. CSV export and PDF reports are Pro features.

CSV export

  1. 1

    Go to Finances → Transactions

    Open the Transactions view.

  2. 2

    Click the export icon

    Look for the download icon in the top-right of the transactions table.

  3. 3

    Choose your date range

    Select the period you want to export.

  4. 4

    Download

    A CSV file will download immediately.

PDF report

Go to Analytics → Reports, choose a month, and click "Generate PDF". The report includes a summary of income, spending by category, budget performance, and goal progress.

Note

PDF reports and CSV export are Pro-only features. Free users can request a one-time data export by contacting support.

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