How do I export my transactions to Excel or PDF?

Three steps

1. 1 Step 1 of 3 · What to export: pick a period, and add Advanced filters for accounts, categories, amounts, sources and more. The count shows how many transactions match.
2. 2 Step 2 of 3 · Format: pick one of the formats below.
3. 3 Step 3 of 3 · Ready to share: check the summary, then Share or save it to Files.

The formats

PDF report

Printable report with filter summary and totals.

Word document

Narrative report with summary, top categories, and table.

CSV

Opens in Excel, Numbers, Google Sheets. UTF-8, ISO-8601 dates.

Excel workbook

Three sheets (Transactions, Categories, Accounts) with SUM formulas.

QuickBooks IIF

Accountant-ready; imports into QuickBooks without manual mapping.

Xero CSV

Bank-statement CSV with Xero's columns and dd/MM/yyyy dates.

Pockito JSON backup

Full lossless backup, restorable via Import. Ignores filters.

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