Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Exporting Reports

Learn how to export your transaction data to CSV and PDF formats

1

Export Location

Export functionality is available on the Transactions page (not Reports page). Look for the Quick Actions card with two export buttons:

  • Export to CSV
  • Export to PDF
Step illustration
2

Export to CSV

To export transactions as a CSV spreadsheet:

  1. Go to the Transactions page
  2. Apply any filters if needed (optional)
  3. Click Export to CSV
  4. File downloads automatically as transactions-[date].csv

Opens in Excel, Google Sheets, Numbers, or any spreadsheet software

3

Export to PDF

To export transactions as a PDF document:

  1. Go to the Transactions page
  2. Apply any filters if needed (optional)
  3. Click Export to PDF
  4. File downloads automatically as transactions-[date].pdf

PDF includes formatted table with title, export date, and transaction count

4

What Gets Exported

Both CSV and PDF exports include:

  • Date: When transaction occurred
  • Description: Merchant name
  • Category: Assigned category
  • Amount: Dollar amount
  • Account: Account name
  • Type: Income or Expense

Exports respect your current filters - only visible transactions are exported

5

CSV vs PDF

Choose the format based on your needs:

CSV Format

Best for data analysis, importing to other software, tax preparation. Can be edited in spreadsheets.

PDF Format

Best for printing, sharing, archiving. Professional formatting, opens on any device.