How to export a list of my transactions?

Our WebApp allows you to search within your transactions. You can also download a history of your transactions in CSV format. To export your transaction list:

  • From Transactions, click on the cloud icon in the upper-right corner to reach Downloads

  • Under CSV you can select the Start Date and End Date and Download CSV

You can also sort your transactions using categories and hashtags in the app.

To view and download PDFs of your (preliminary and previous) monthly balance statements:

  • In the Webapp: From Transactions, click on the cloud icon in the upper-right corner to reach Downloads then select Bank statements.

  • In the mobile app: If you're using an iPhone, tap on your balance from the main screen and select Balance Statements. For Androids, you'll find the option under Statistics (just tap the 3 dots in the top right-hand corner).