Exporting Your Data
Exporting Your Data
You can export reports and data for use in spreadsheets, sharing with advisors, or backups. Available formats depend on your plan.
Export Formats by Plan
- FREE: one spreadsheet (CSV) download every 30 days (Transactions); PDF and Excel require Basic or higher.
- BASIC: CSV and PDF
- PREMIUM and ENTERPRISE: CSV, PDF, Excel, and JSON (ENTERPRISE: all formats)
How to Export
- Open the report or data view you want to export (e.g. Reports, Transactions, Net Worth)
- Choose the date range and filters if needed
- Click Export or Download and select the format (CSV, PDF, Excel, or JSON if available)
- Save the file to your device
Transaction CSV on FREE
FREE accounts get one spreadsheet (CSV) download every 30 days from the Transactions page. The app shows your remaining quota before you download. Basic and above get unlimited CSV downloads. This limit is enforced on the server — you cannot bypass it with a browser-only download.
Tips
- CSV is best for spreadsheets and further analysis
- PDF is best for sharing or printing
- Excel and JSON are available on PREMIUM and above
If Export is disabled, see Plans and Feature Limits and How to Upgrade.
Related articles
- Generating ReportsCreate detailed financial reports and export your data for analysis.
- Plans and Feature LimitsUnderstand what each plan includes, why a feature might be locked, and how to upgrade.
- How to Upgrade Your PlanStep-by-step instructions for upgrading from FREE to BASIC, PREMIUM, or ENTERPRISE.