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Transactions
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

Financial Planning After A Job Loss

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Losing your job or experiencing a period of unemployment can be a tough and stressful situation. Not only do you have immediate concerns about covering your expenses, but you also need to think about securing your financial future in the long run.

Salary Negotiation Tips

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There are some strategies you can implement for successful salary negotiations so that you can confidently move forward with your career and get the pay you deserve.

Dispelling the Myth: Paper Receipts and Tax Returns

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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.

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Budgeting Blunders: The Sneaky Mistakes Sabotaging Your Financial Success (And How to Outsmart Them)

Uncover the most common budgeting blunders – those sneaky mistakes that can sabotage your financial success – and, more importantly, we'll equip you with actionable strategies to fix them.

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