If you are already subscribed to Moneytree Expenses or Moneytree Corporate features, you can easily download your data as an Excel or CSV file. Follow the steps below to learn how to do it.


1.On the Balances Card, tap the financial service you would like to export the data for (e.g. “Credit Cards”).

2.Tap on the account you would like to download transactions for.

3.Tap the download icon in the top right corner. *If you are not yet subscribed to Moneytree Work Expenses, you will see the option to purchase it.

4.Set up your preferred download period or you can also download all transactions.

5.Choose the format you prefer between CSV or Excel and tap “Download”.

6.Export or share the downloaded file to the app of your choice (iMessage, Mail, AirDrop etc.).

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