After transactions have been tracked, EveryDollar Premium users can export and download each month's transactions as a CSV file (month by month and not the whole year at once). While exporting is available, importing files is not supported. Read more about that here:
Importing Bank Statements
💡 Pro Tip: Exporting tracked transactions is only available to EveryDollar Premium users.Â
How to export a CSV file of tracked transactions:Â
- Sign in to your EveryDollar account on a computer
- Scroll to the very bottom of the budget
- Click "Download as CSV"
- This will download a CSV file of your transactions for the month you are viewing
- It includes the Group, Item, Type, Date, Merchant and Amount
- In order 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.