Export transactions to a spreadsheet
Download the transactions you are viewing as a CSV file for Excel, Numbers or Google Sheets.
Updated November 10, 2026
Export downloads the transactions you are viewing as a CSV file that a spreadsheet app can open.
Export a view
- Select Transactions in the sidebar (on a phone, the Transactions tab).
- Set the view you want. Choose the account or group with the account button at the top left, then narrow it with the view chips, the search box and Filters. See Search and filter transactions.
- Select Export. On a phone, select the three-dot More actions button, then Export.
- Open the downloaded file from your browser's downloads.
The file name is the account name, then "transactions", then today's date, for example Joint-Checking-transactions-2026-10-11.csv. Spaces, symbols and accented letters in the account name become hyphens. For a group, the name starts with all-accounts, on-budget or off-budget.
What the file contains
The file holds every transaction in the view, from all pages. Grouped or By date makes no difference. It leaves out scheduled items. It includes transactions in a closed account only when you open that account.
| Column | Contents |
|---|---|
Date | The date as yyyy-mm-dd, whatever your date format is. |
Account | The account name. |
Payee | The payee. For a transfer, "To" or "From" and the other account. |
Category group | The group of the category. |
Category | The category. |
Notes | The notes. |
Tags | Tag names in alphabetical order, separated by a semicolon and a space. |
Amount | A plain number with two decimals. Money out has a hyphen, such as -45.00. No $ sign and no thousands separator. |
Status | Reconciled, Cleared or Not cleared. |
Pending | yes when your bank reports the transaction as pending, otherwise empty. |
A split transaction appears as one row per line. Each line takes the Date, Account, Status and Pending values of the split transaction. The split transaction's own row is not listed. A line's payee is the line's own, so it is empty if the line has none. With the Uncategorized or To review chip on, or Reviewed set in Filters, the page shows each matching split whole, but the file holds only its matching lines. Each line is written where its split sits in the list. When more than one of these is on, a line must match all of them.
Notes
- The file is UTF-8, so Excel shows accented letters correctly.
- Text that starts with
=,+,-or@gets a'in front, so a spreadsheet doesn't read it as a formula. - If nothing matches the view, the file has only the column names.
- Pending hidden leaves pending transactions out of the file when the page has no search, view chip or filters, in one account or several. With any of those on, pending transactions are included and marked
yes.
To keep a full copy of a budget file, with plans, rules and settings, see Back up and export your data.