Step-by-Step Guide to Exporting Transactions in PocketGuard
If you wish to build custom spending reports using MS Excel or Google Sheets, you can download your transaction history in a CSV format.
How to export transactions?
- Go to Transactions;
- Tap the “download” icon in the upper right corner;
- Hit “Export transactions”.
… or …
- Go to Sidebar;
- Choose the “Export transactions” option and follow the instructions.
We will email you a link to download your transactions. The link will only be valid for 24 hours.
The file will contain transaction history from all of your linked accounts. You can import your data in the UTF-8 format into any spreadsheet software you use.
Didn’t receive a download link?
First of all, make sure that you have verified your email address. Go to Settings > Profile and look for the red badge next to the email address field.
Next, check your spam/junk mail folder. Also, please make sure to add hello@pocketguard.com to your safe senders’ list, as described in the instructions HERE.
Frequently asked questions
How do I export my transactions?
Go to Transactions or Sidebar, tap Export, and download the CSV file.
What if I didn’t receive the download link?
Verify your email, check spam, and add hello@pocketguard.com to safe senders.
Which accounts are included in the exported file?
All linked accounts are included, and the file is in UTF-8 format for spreadsheets.