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How Do I Download My Transaction History?

If you need a complete record of all your transactions, you can download your full transaction history as a CSV file.

How to Download:

  1. Go to the Transactions page.
  2. Use filters if you want to export only specific transactions (e.g., by date, category, or account).
  3. Click “Export” at the top of the page.
  4. Choose CSV format and download the file.

The CSV file includes all transaction details: date, merchant, amount, category, account, and notes. You can open it in Excel or Google Sheets.

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Updated on December 1, 2025