Statements and exports
Download data
Export your data at any time. Downloads are CSV files you can open in Excel or Google Sheets.
All transactions
10 transactions across all accounts
Account balances
Current balance snapshot for 5 accounts
Balance history
Daily balance snapshots used for net worth charts
Tip: For a single account, open the account in Cash Flow → Accounts and use Edit → Download transactions or Download balance history.
Delete synced history
Permanent actions for cleaning up data on synced accounts. Manual accounts are not affected. These cannot be undone.
Delete transaction history
Remove transactions before a date you choose. Useful when institutions send uneven history lengths across accounts.
Delete synced account balance snapshots
Remove daily balance snapshots before a date — helpful for net worth accuracy after connecting all accounts.