After transactions have been tracked, EveryDollar Premium users can use EveryDollar.com to export and download each month's transactions as a CSV file (month by month, but not the whole year at once). While exporting is available, importing files is not supported. Read more about that here: Importing Bank Statements.
How to Export a CSV File of Tracked Transactions:
- Sign in to your EveryDollar Account at EveryDollar.com.
- Scroll to the bottom of the budget.
- Click Download CSV.
- Choose what data you would like to download, either This month's budget or Transactions tracked to this month's budget.
- Choosing This month's budget will include the Budget Group, Budget Item, Type of Transaction, Date of the Transaction, Merchant Description, Account, Amount, and any Note details from each transaction.
- Choosing Transactions tracked to this month's budget will include the Budget Group, Budget Item, and the Planned, Spent, and Remaining column amounts.
- Confirm which data you would like to download by choosing Download CSV one more time.
Note: To export the previous month's data, click the Month and Year drop-down in the top left, change to the month you want to export, and repeat this process.
Next Steps
If your CSV file appears blank, double-check that you’ve assigned transactions to budget items for the month you’re trying to export. Only tracked transactions will appear in the CSV file.