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Exporting Transactions

Exporting Transactions

Last updated:

November 6, 2023

1. Tap on the Settings tab

2. Tap Transactions

3. Tap Export

4. Select the account you'd like to export and a spreadsheet file will download to your device

Strategies for Saving for a Vacation

Strategies for Saving for a Vacation

Are you dreaming of a well-deserved vacation but struggling to save up for it? Saving money can be a challenge, especially when it comes to funding your dream getaway. However, with the right strategies and a little discipline, you can make your vacation dreams a reality. 

Photo by Jernej Furman - Paypal Logo On Screen Under Magnifying Glass

PayPal 1099-K: A Guide for Freelancers and Sellers

If you generate income through your website, or managing multiple clients as a freelancer, chances are you'll receive payments via PayPal. In this guide, we'll explain who gets a PayPal 1099-K, what to do with it, and how to file your self-employment taxes.

Dispelling the Myth: Paper Receipts and Tax Returns

Dispelling the Myth: Paper Receipts and Tax Returns

Receipts can be misplaced, damaged, or illegible, causing undue stress for business owners. Fortunately, there is a simple solution to this problem: paper receipts are unnecessary.

What Happens If You Miss a Quarterly Estimated Tax Payment?

What Happens If You Miss a Quarterly Estimated Tax Payment?

As a freelancer, independent contractor, or self-employed worker, Tax Day can be more than just an annual hassle. In fact, depending on your self-employment income, you may be responsible for making estimated tax payments four times a year.

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