Export Transactions - Full Year or Longer

Answered

David Bradt

September 21, 2026 19:10

I have been waiting a couple of years for Every Dollar to enable exporting transactions for a user define date range (longer than a single month).  This is very tedious for me when I need to run a year end report at tax time (charity, small business expenses, etc.) .  I end up having to piece together 12 separate months .csv files and to create one file.  It seems unnecessarily complicated.  I would like to see you export the data based on a user defined date range (this year, last year, or custom dates).  Please consider this addition befor tax time.  Thanks 

0

• Official comment

  

  Travis

  September 21, 2026 19:27

  Hi David,

  We are currently tracking a similar idea on another thread: Insights: Download one CSV file with all 12 month data
  
  We’d really appreciate it if you could add your vote or share any comments there.
  
  I’m going to close this thread for now to keep everything centralized, but we’d love your input in the other discussion.
  
  Thanks! 

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