Download a CVS or Excel spreadsheet of transactions

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MacDonald#

• March 01, 2023 14:53

Can I download in a spreadsheet format my monthly transactions?

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• Official comment

  

  Victor D

  • March 01, 2023 18:15

  Hi MacDonald,

   

  Thanks for reaching out to NerdWallet! We really appreciate you sharing your thoughts with us.

   

  We definitely see how downloadable spreadsheets of transactions could be very useful, and have shared your comments with the appropriate team for consideration, since we don't currently offer that feature.

   

  If you have additional questions or suggestions, please don't hesitate to get back in touch!

   

  Best Regards,

  Victor

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  Mohamed

  • June 30, 2024 14:12

  This is a make or break feature for me, I came over from mint after it shut down and this app does a great job doing many of the same things but if it does not give me the ability to download my transactions I'm not able to do my own other data sources you guys don't add as well as a longer history for a big picture. My historical transactions are already labeled as I did them in mint and I don't want to go through all this effort again here. It's much easier to just let us download our data because people will do all sorts of things with it that they find useful. Then over time you can build those things into the app.

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  EC DOESIT

  • June 13, 2024 03:59

  I will like to see this happen too.

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  Devin

  • August 20, 2024 03:18

  How is this not a feature yet? Please add the ability to export data to a .xlsx file!

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  Karl Garske

  • September 27, 2024 03:50

  Helpful service, but I would like to be able to download the data that belongs to me.

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  8 ball Poll

  • October 09, 2024 19:50
  • Edited

  This feature is crucial for me. I switched to this app after Mint shut down, and while it does a great job replicating many of Mint's functions, the lack of a transaction download option is a deal-breaker. I need to use my data in ways that go beyond what the app offers, as well as access a longer transaction history for a complete financial overview. My past transactions are already categorized in Mint, and I don’t want to repeat that work here. Allowing users to download rope heo their data makes things much easier and opens up opportunities for them to use it in ways that suit their needs. Over time, you could even build those features into the app. 

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  John Mansory

  • October 12, 2024 10:27

  Absolutely, I share your sentiments. Having the ability to download transactions in a spreadsheet format is essential for managing finances effectively. It's similar to the excitement I felt during events at Kingdom Arena; just like the seamless organization of an event, having our data easily accessible would truly enhance our experience. I hope they prioritize this feature soon,

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