How do I export data from a specific budget?

To export the transactions from a budget, follow the steps below:

  1. Click on "Budgets" located in the Spend section on the left-hand side
  2. Click on the budget you would like to export the transactions from
  3. Scroll down to transactions and click on "View all"
  4. In the top right-hand side, you will see "Export Statement", click on it
  5. Chose which format you would like to export. This can be your accounting software format or CSV, XLSX or PDF
  6. Click on "Export"

Your data will download into your selected format and be ready for you to use.


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