TrackIt

Core workflows

Export CSV

Download the filtered Transactions table, not always the full account.

Export downloads the currently filtered transactions (still scoped by the active tab). Set filters first when you want a subset.

Shape the set

Smart Filters

Refine your search with intelligent filtering

8 of 214 shown
Clear All
COSTCO
All Accounts
Groceries
Any amount
Last 30 days
Smart Filters first, then export whatever is showing.
Filtered rows
MAR12
Mar 12, 2026
Thu
COSTCO WHOLESALE (12 GALLON WINE)
-$186.40
Expense
Groceries
MAR05
Mar 05, 2026
Thu
COSTCO GAS #118
-$64.20
Expense
Transportation & Gas
These are the rows that go into the CSV.
FAB → Export
ExportUploadRefresh
Desktop action cluster; mobile uses the round FAB toggle.

Typical columns

Date, description, amount, category, account, and related fields as shown in the table.

  1. 1
    Filter to the rows you care about (date, category, search).
  2. 2
    Open the FAB (or desktop actions) → Export.
  3. 3
    Save the CSV and open it in a spreadsheet.

Tip

Clearing filters before export expands the download to the wider (still tab-scoped) set.