Export & Reports
Generate PDF, Excel, and CSV reports of your finances. View monthly spending digests, create encrypted backups, and receive automated email summaries.
Overview
The Export & Reports screen lets you generate financial reports, view monthly digests, download/share reports, and manage data backups. Access it from the Analytics tab via the Export Report button, or from Settings > Reports & Email > Generate Report.
Report Formats
Three export formats available:
| Format | Description | Availability |
|---|---|---|
| CSV | Comma-separated values, compatible with Excel and Google Sheets | All plans |
| Formatted report with summary, category breakdown, and transaction list | Pro & Business | |
| Excel | Multi-sheet workbook with Summary, Expenses, and Incomes sheets | Pro & Business |
Generating a Report
- Select a format (CSV, PDF, or Excel)
- Choose a time period (Last Week, This Month, Last Quarter, This Year)
- Tap Generate
- The report generates and opens immediately via the system share dialog — save or send it from there
- The report also appears in Recent Reports below for future access
Reports are stored for 7 days and then automatically deleted.
Monthly Digest (Pro+)
A snapshot of your current month’s financial activity:
- Total Income and Total Expenses
- Savings Rate — percentage of income saved
- Top Categories — your biggest spending categories with amounts
- Data is cached for 7 days and refreshes automatically
Recent Reports
A list of your recently generated reports showing:
- Format icon (CSV/PDF/Excel)
- File name and creation date
- File size
- Download button — saves the file directly to your device (Android: choose folder via Storage Access Framework; iOS: save to Files)
- Share button — opens the system share sheet to send the report via email, messaging, or other apps
Data Backup
Available on all plans:
- Export Backup — creates a full JSON backup of your account data (expenses, incomes, budgets, categories, tags, projects, wallets, etc.)
- Where the file is saved: On Android, a folder picker opens and the backup is written to the folder you choose — the app then shows you the exact path. If you skip the picker (or on iOS), the system share sheet opens instead so you can “Save to Files”, Downloads, or a cloud drive. The success message only appears once the file is actually saved or shared.
- Restore Backup — import a previously exported backup
- If encryption is enabled, encrypted fields are included as-is in the backup
Access backup from Settings > Reports & Email.
Email Reports
Automated email summaries delivered to your inbox:
| Feature | Description | Required Plan |
|---|---|---|
| Weekly Email Summary | Weekly spending overview with top categories | Business |
| Monthly Digest Email | Monthly summary with month-over-month comparison | Pro & Business |
Configure these in Settings > Reports & Email:
- Toggle weekly/monthly emails on/off
- Choose the day of week for weekly reports (Monday by default)
Encryption & Reports
- Tier 0 (no encryption) — all data displayed correctly in reports
- Tier 1 (text encryption) — amounts show correctly; category names and descriptions may appear empty in server-generated reports. Monthly digest resolves category names from your local device data
- Tier 2 (full encryption) — reports are unavailable (amounts are encrypted server-side)
FAQ
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Q: Why do I see empty category names in my PDF report? A: If you have E2EE enabled (Tier 1), category names are encrypted on the server. The server-generated report cannot decrypt them. Amounts remain accurate.
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Q: How long are reports stored? A: Reports are automatically deleted after 7 days. Download them promptly after generation.
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Q: Can I export data from a shared account? A: Yes, any account member can generate reports and backups for the shared account.
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Q: What’s included in a backup? A: Everything: expenses, incomes, budgets, categories, tags, projects, wallets, transfers, and currency exchanges for the current account.
See also: Analytics | Settings | Subscription Plans | Encryption