Export Account view to CSV

Is there any way to export my account view information so that I bring it into excel for more complex reports?

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  • Hi Menachem Hornbacher !


    Yes, you can export your transactions and budget in CSV format. (If your currency uses a comma instead of a decimal, it will export as TSV, or "tab separated" format.) You'll see two CSV files, one of all your transaction  history ("All Accounts") and one of your budget (all categories, their activity and budgeted amounts, etc.) organized by date. 

    All you need to do is click on the name of your budget in the upper left corner and choose the Export budget data option. Then, you should be able to use those files in Excel! 

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