Export your data is a premium feature.
Use the export feature in Wallet to easily back up or save your transactions on another device.
Export transactions
Android
- Select "≡" in the top left
- Select "Others"
- Select "Export"
-
Optional
- Select your account
- Select the record type (Income/Expense)
- Select the payment type (Cash, Credit card, Bank transfer, etc.)
- Include account transfers
- Choose the date From and To
- Choose your file type (PDF/XLS/CSV)
- Select your export location
- Tap Save
Web App
You can easily export your transaction records from the Wallet web application into a CSV or XLS file. This is useful for creating your own backups, performing custom analysis in a spreadsheet program, or importing your data into another service.
Here is a step-by-step guide:
- Navigate to the Records section of the Wallet web app.
- Use the filters on the left-hand side to display the specific transactions you wish to export. You can filter by date range, accounts, categories, and more.
- Once the desired records are on the screen, click the Select all link located just above the list of transactions. Alternatively, you can manually select individual records by hovering over them and clicking the checkbox that appears.
- After selecting your records, an Export button will appear at the top of the list, indicating the number of records selected. Select this.
- A confirmation pop-up window will appear, showing a summary of the transactions you are about to export.
- At the bottom of this window, choose your preferred file format by clicking either Export to CSV or Export to xls.
- Your browser will prompt you to save the file. Choose a location on your computer and click Save.
Your transaction data has now been successfully exported.
IOS
Not available, please use the Web App for export.