Export data for backup or taxes

Go to Exports → pick CSV or PDF. Choose the date range, ledger, accounts, and whether to include attachments. For taxes, include tags like “Business” or “Reimbursable.”

Exports respect your base currency by default; switch to source currency if your accountant prefers raw values.

Large exports are prepared on-device; you can share them securely via Files or save to iCloud. We do not keep a copy on our servers.