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Export & Reports · Save

The report,
whenever you need it.

A PDF of your subscriptions, transactions and connected accounts — the whole lot or one part of it — for the last month or everything on record. Three taps in Settings and it is in your inbox. And your whole account as a data file, whenever you ask.

FreeOn every plan.

Tracking is for you.
The report is for everyone else.

The accountant, the expense system, the partner who wants to see the number, the you of next April. A report exists so the record you kept can leave the app in a shape someone else will accept without questions.

01

Send yourself a PDF report that reads like a statement.

Your connected accounts at the top, then every subscription with its amount, cycle, next payment and a monthly total, then the transactions behind them — laid out with the same design as the statement email, a clean header and plain tables, page-numbered. It is the document you hand to an accountant or attach to an expense claim.

  • Connected accounts, subscriptions and transactions
  • A Total Monthly line under the subscriptions
  • Dated, page-numbered, made for printing
Page 1 of an exported PDF: Renew Reminder header, Export for Alex Rivera, a Connected Accounts table, eight subscriptions with a Total Monthly of $503.21, and the start of the transactions.
02

Export everything, or just the part you need.

Settings → Export data asks what to include: everything, only subscriptions and bills — what you are signed up to and what it costs — or only transactions, what has actually been charged. In the web app you can go narrower still and export a single subscription.

EverythingSubscriptions and billsTransactionsOne subscription (web)
03

Pick thirty days or everything on record.

Then how far back: the last 30 days for a quick check, this year so far for the tax return, twelve months or two years for the review with your partner, or everything on record. Picking the period is the last tap — the report is on its way.

Last 30 daysThis year so farLast 12 monthsLast 2 yearsEverything on record
04

And everything we hold, whenever you ask.

Separate from reports: Everything, as a data file. Confirm, and your whole account — subscriptions, connected accounts, transactions, alerts, invoices and the notes you wrote on shared records — is emailed to you as JSON. It is yours; this is how you take it with you, or simply check what is there.

  • Your whole account in one JSON file
  • Bank access tokens are never included
  • Requested from Settings, delivered by email

Leaving entirely? How account deletion works →

How it reaches you

Emailed from the phone.

On iPhone, iPad and Android the report is sent to your email address, so it lands where you can forward it, not in a folder you will never find.

Downloaded on the web.

In the web app, Export sits on the Subscriptions and Transactions pages, and the PDF downloads straight to your computer, ready to attach or print.

Statements are the schedule.

Want it every month without asking? That is the statement email. Export is for the moment you need a file.

Scheduled statements →

Got Questions

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Have the year's report ready before anyone asks

Track the charges as they come, and when April arrives the PDF is three taps away — accounts, subscriptions and every transaction behind them.

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