PennyWise AI
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Export to Excel

Get your transactions into Sheets or Excel as a CSV.

  1. Filter, then tap download

    Step 1 of 2

    Filter, then tap download

    On the Transactions tab, filter to what you want, then tap the download button.

  2. Export

    Step 2 of 2

    Export

    Tap Export and share the file to Sheets, Excel or email.

Good to know

Settings → Import Transactions (CSV) reads a PennyWise CSV back in, or any sheet with Date, Amount and Type columns. Free exports are capped at 100 rows a month.