How to export a list of my transactions?
Our web app(new tab) 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 web app(new tab): From Transactions, click on the cloud icon in the upper-right corner to reach Downloads then select Bank statements.
- In the mobile app: From the Home screen, tap on the three bullet points in the top-right corner of the screen and choose Balance statements.