To export your transactions, please follow these steps:
Head to the Transactions page in the mobile app or web browser
In the upper right corner, please tap the:
On the mobile app: CSV download button
On the web version: Export buttonApply any filters and press Export
An email will be sent to you that contains a Download File link.
Only click the link in this email from a desktop or laptopThe link will redirect you to the Rocket Money website, you will then be prompted to download a .csv file of your transactions
Your exported transactions are in a .csv file, which you can open in Excel, Google Sheets, or most similar spreadsheet tools.
The file can only be accessed and viewed on a desktop or laptop. It cannot be downloaded on a mobile device.