Export Your Data

2 min readUpdated August 18, 2026

Your data is yours, in both directions. Everything you've recorded exports on demand from Settings → Data: no support ticket, no waiting period, no lock-in.

The Data section in settings showing Export Transactions (CSV) and Export All My Data (ZIP) buttons
Both exports live in Settings under Data — one tap each.

Export Transactions (CSV)

One file, one row per transaction: dates, amounts, types, accounts, categories, descriptions, notes, and tags. Opens in any spreadsheet app; useful for a year-end review with an accountant or just your own analysis.

The category column holds the category's own name, not its full path — a row filed under Food & Dining → Groceries reads simply "Groceries". Worth knowing on two counts: if you keep a spreadsheet keyed on those names, it won't notice when you rename or move a category, and if you ever import an old export back, names are how each row finds its category again.

Export All My Data (ZIP)

The complete picture: your profile settings, accounts, transactions, categories, budgets, goals, bookmarks, and recurring rules, each as a structured file inside one ZIP. This is the export to keep as a personal archive: everything the app knows, in a form other software can read.

  1. Open Settings and scroll to Data

    Both export buttons live together.

  2. Pick your export

    CSV for transactions alone; ZIP for everything.

  3. Save the file

    Generation takes a few seconds; the download lands wherever your device saves files.

Round-trip honesty: what exports here imports back through the template workbook, including into a fresh account, if you ever want a clean start.

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