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Exporting transactions

How to export transactions from Rocket Money to a .csv file

Written by Quinn
Updated over 2 weeks ago

You can export your transactions from your Rocket Money account as a CSV file, which you can open in Excel, Google Sheets, or similar spreadsheet tools.

Export your transactions from the mobile app

  1. Open the Rocket Money app.

  2. Head to the Transactions tab.

  3. Tap the menu icon in the upper right corner.

  4. Select CSV Download.

  5. Apply any filters.

  6. Tap Export.


Export your transactions from the website

  1. Go to Rocketmoney.com in a web browser and sign in.

  2. Go to Transactions.

  3. Select Export.

  4. Apply any filters.

  5. Select Export.


Download your export file

  1. Check your email for a message that includes a Download File link.

  2. Open the email on a desktop or laptop, then select Download File.

The export file can only be accessed and viewed on a desktop or laptop. It cannot be downloaded on a mobile device.

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