Exporting your data

A budgeting tool should never trap you. Exporting makes it easy to keep a backup, share with an accountant, or move your history into another system.

What an export is for

• Personal backup (monthly or quarterly)
• Tax time / reimbursements
• Sharing a snapshot with someone you trust

How to use exports well

• Export on a consistent schedule (end of month is easiest).
• Store exports somewhere you control.
• Treat the export as your durable archive—receipt images are intentionally temporary.

Notes about receipts

Receipt images are retained for 15 days, but your structured expense data remains. If you need long-term receipt storage, export your data and keep receipts in your own storage workflow.