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Exporting your data

Available onAndroidiOSWeb

Export your transactions to a file to keep your own copy, open it in a spreadsheet or share it with someone.

Tip

Your data is yours. Export data is included in every plan, free included, with no limit on how often you use it.

Export your transactions​

  1. Go to More › Profile.

  2. Under Data & Backups, tap Export data. You'll also find Export data in More › Support and on the Auto backup screen.

    Profile, scrolled to Data & Backups, with Export data highlightedProfile, scrolled to Data & Backups, with Export data highlighted

  3. Choose what to include:

    • Accounts: the accounts to export. All of them are included by default.
    • From date and To date: limit the export to a period. Leave them Not set to export everything since you started.
    • Format: CSV (one row per transaction, with your columns and filters) or PDF (a budget report or a transaction list). PDF is part of Pro; see Choose a PDF type.
    • Export columns: pick which columns the file has and in what order.
    • Export filters: switch the transaction types on or off: Upcoming transactions, Expense, Income, Transfer and Reallocate money.
    Export data: Accounts All, From date and To date Not set, Format CSV, Export columns, the Export filters, and the checkmark at the top right highlightedExport data: Accounts All, From date and To date Not set, Format CSV, Export columns, the Export filters, and the checkmark at the top right highlighted

  4. Tap the checkmark at the top right. The app gathers your transactions ("Exporting transactions!").

Save or share the file​

When the export is ready, a preview shows the file's File size and how many transactions it holds (Total transactions). From there:

The preview of an export: Export CSV, File size, Total transactions, Export PDF, Save to disk and ShareThe preview of an export: Export CSV, File size, Total transactions, Export PDF, Save to disk and Share
  • Export PDF: turn on to get the same transactions as a PDF list instead of a CSV (Pro).
  • Save to disk: save the file to your device. On Android it goes to the Documents › Beyond Budget folder; on iPhone and iPad, to the Files app under On My iPhone (or On My iPad) › Beyond Budget; on the web, it downloads.
  • Share: send it to another app, such as email or a cloud drive. On the web, your browser's share options open, or the file downloads if your browser can't share files.

A CSV file opens in any spreadsheet app. To see what the files look like, open the sample PDF and CSV.

Choose a PDF type (Pro)​

When you pick PDF under Format, a PDF type choice appears:

  • Budget report (the default): your transactions grouped by account and category, with totals. The report always includes every completed income, expense and transfer, so Export columns and Export filters don't apply and are hidden. Only the accounts and the dates you pick change what's in it.
  • Transaction list: one row per transaction, like the CSV, with your columns and filters, as a PDF.
Format with PDF picked and the PDF type choice: Budget report (picked) or Transaction listFormat with PDF picked and the PDF type choice: Budget report (picked) or Transaction list

The preview of a Budget report shows its File size; you can then save or share it as usual. The preview of a transaction list shows its File size and Total transactions, and you can still switch Export PDF off to get a CSV instead.

The Budget report's preview: Budget report, its file size, Save to disk and ShareThe Budget report's preview: Budget report, its file size, Save to disk and Share

PDF export is part of Pro; see Upgrading to Pro. Choosing PDF without Pro shows what Pro includes.

Info

To export just one account's recent transactions, open the account, tap the ⋮ menu and choose Export recent transactions. See Basic details.

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