How to Export Transactions

    In the left vertical menu, select Tools → Export.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • Note: The Export function is available only in the web app. It is not supported in the mobile app.
    Click the account dropdown list and select the account whose transactions you want to export. You can export transactions for only one account at a time.
    Click Export.
The transactions are exported in CSV format, and the file is downloaded to your Downloads folder.
The file name follows this format:
accountname_yyyy-mm-dd.csv
Example:
My Account_2026-02-26.csv
To learn about the structure of the exported CSV file, see:  Understanding the Exported CSV Format .