Data Export

1 min read

Export your financial data for tax purposes, sharing with advisors, or backup. FinWise supports multiple export formats.

Exporting Transactions

Go to the Transactions page, apply any filters you want, then click "Export". Choose CSV or Excel format.

The export includes all visible columns: date, description, amount, category, account, tags, and notes.

Export account balances and details from the Accounts page. Useful for net worth tracking in other tools.

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