Export to CSV

Write a flat CSV of every transaction in the chosen window. Splits are flattened (one row per leg), and the columns are sized to open directly in any spreadsheet app.

Window

Pick All time to dump everything, or one of the preset ranges (This year, Last 12 months, CUSTOM) to scope the export down. CUSTOM reveals the date-pair picker below.

Account scope

Leave All accounts selected to include every row, or tap the chip to limit the export to one account.

What's in the file

• One row per transaction or split leg
• Columns: date, account, payee, category, classification, classification 2, amount (signed), notes, status, FITID
• Header row matches the column names above

What's NOT in the file

Backups (the full DB snapshot) round-trip; CSV doesn't. Things lost on CSV: account types, reconciliation matches, recurring template attachments, reports, settings. Use the Backup tab for migration.