Copilot allows you to export your transactions as a spreadsheet.
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 in the top right corner to save the file or export it to another app
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
In the Mac app, you can also export filtered views of transaction data via the Transactions tab.
👋 Still have questions? Contact us via the in-app chat.