CSV / PDF Export
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Last updated
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This feature is available starting from version 3.5.3+ of the app. Make sure you're using the latest version to take advantage of PDF export!
The offers an intuitive Transaction Export feature, allowing you to download your transactions in both CSV and PDF formats. This makes it easy to share, archive, or analyze your financial data outside the app. Here’s how it works:
Exporting Transactions Using Smart Search
With smart search, you can filter transactions based on a wide range of criteria (e.g., time period, category, payee, sentiment). Once you've applied the filters, you can export the list of results.
After performing a search, you'll see the option to Export PDF or Export columns (for CSV format).
Customize your export by selecting which columns to include (e.g., Date, Amount, Payee, Sentiment).
Save the file to your device or share it directly from the app.
On the Free Plan, only CSV exports are available. To unlock PDF exports, upgrade to the Pro Plan!
Export Options Across the App
Exporting transactions isn't limited to smart searches. You can export data across various sections of the app, such as:
Tags: Export all transactions tied to a specific tag (e.g., groceries or travel).
Payees: Export all transactions involving a specific payee.
Categories: Export all transactions from a specific spending category.
Accounts: Export all transactions from a particular account (e.g., checking or savings).
Practical Uses of Exporting Transactions
PDF Exports: Ideal for a quick snapshot of your spending, these exports include the transaction details as seen in the app, making it easy to share with an advisor or keep for your records.
CSV Exports: Perfect for deeper analysis, CSV files allow you to open transactions in spreadsheet software like Excel or Google Sheets, giving you the flexibility to track trends, create custom reports, or analyze spending patterns over time.
We went the extra mile (and did some serious technical gymnastics 🤸♂️) to ensure that our PDF exports flawlessly support fonts for our friends in Asia and the Arab world 🌍! Thank you for inspiring us to make Beyond Budget better for everyone. We’re thrilled to have you as part of our community! 🙏✨
This powerful export feature helps you manage your finances more effectively by providing easy access to your transaction data whenever and however you need it!
