Exporting to PDF and Excel, and sharing a transaction

Create reports from your records and send a transaction as an image card.

Last updated: 2026-10-24

PDF and Excel export

In Settings, under “Export Data & Reports”, choose Excel or PDF and set the period. The file is created only when you ask.

Any transaction can be sent as an image card that follows the app’s language, direction and currency — and goes only where you send it.

An export is a readable backup, handy for accounting or sharing with family. We recommend exporting important data now and then.

Guest or account? How to start, where to keep your recovery key and how to turn on the app lock.

Log an expense or income in seconds — with a category, a note and swipe-to-save.

Set a limit per category and create a piggy bank per goal, straight from the home screen.