Copilot allows you to export all of your transaction data as a spreadsheet on iOS, iPadOS, and macOS.
In the Settings menu, scroll down to Account
Tap on Export your transactions
Copilot will open a CSV file of all of your transaction data
Tap on the share button on the lower bottom left corner to save to Files or share it through other channels.
The following information will be included in your transaction export:
Date
Name
Amount
Pending or Posted Status
Category and Parent Category
Excluded True or False
Transaction Type
Account and Account Mask
Notes
Associated Recurrings
On iPadOS & macOS:
You have the ability to export specific transactions after applying different filters, searching for a specific merchant, or transaction name in the Transactions tab.
👋 Still have questions? Contact us via the in-app chat.