Export downloads your transactions as a spreadsheet, for your own records, a budget sheet or your accountant. A preview shows exactly what the file will hold before you download it. Export is included with Grow and up.
Export your transactions
Filter the list first (optional)
Set any filters or search on Transactions. The export starts from what you're looking at.
Choose Export
On a computer it's on the toolbar next to the search box. On a phone, tap the download button beside the search bar.
Make your choices
Pick the file type, dates, order and columns. The preview updates as you go.
Download
The download button shows how many transactions the file holds, like Download 1,234 transactions. The file saves to your device.
Your choices
Choice | Options |
|---|---|
File type | Excel (.xlsx) opens with real dates and amounts, a frozen header and filters. CSV (.csv) is plain text any app can read. |
Transactions | Shown when your list is filtered by more than dates. Match this view keeps your filters and search; All transactions drops them. |
Dates | All time, This month, Last month, Last 3 months, This year, Last year, or a custom range. |
Order | Newest first, oldest first, or the order your list is sorted in. |
Include | Switch Ignored transactions (transfers between your accounts and anything you ignored) and Pending transactions on or off. For Split transactions, choose Each part (one line per part) or Original charge (one line at the full amount). |
Amounts | One column, with money out as negative, or Money out & in as two positive columns, handy for bookkeeping. |
Columns | Which columns the file has, and their order. See below. |
Choose columns
The file starts with Date, Merchant, Amount, Currency, Category, Account, Tags, Notes and Institution. Add more from the chips underneath, like Bank description, Account type, Last 4, Pending, Ignored, Recurring, Reviewed, Original date, Original amount or Balance after. Drag columns to change their order, and remove one with its ×. Essentials, Everything and Default set the list in one tap.
With the card rewards tracker you can also add Reward rate, Rewards earned and Reward value (CAD).
Good to know
- One file holds up to 50,000 transactions. If you have more, narrow the dates and export the rest in a second file.
- Your file type, columns and other options are remembered in this browser. Which transactions and dates always start from the page.
- For a CSV, switch the preview to Raw text to see the file exactly as it will be.