Check access and scope
Export currently requires membership. Set a date range, then choose ledgers and categories. Access to shared-ledger data remains subject to permissions.
Choose a format and fields
Choose Excel or CSV. Decide whether to include image URLs and location information. When sharing an export, include only the fields the recipient needs.
File download is the currently supported export method. Email delivery and shareable-link exports are not available yet.
Save and check the file
Wait for processing to finish, then save or share the file through the system prompt. Open it and verify the scope, record count and amounts before archiving it.
Once exported, the file is under your control. Consider access permissions in cloud storage, messaging apps and recipients’ systems.