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Exporting Your Transaction Data
Exporting Your Transaction Data

Steps to export your transaction data as a CSV

Rafael avatar
Written by Rafael
Updated over a week ago

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.

πŸ‘‹ Still have questions? Contact us via the in-app chat.

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