To export your transactions, please follow these steps:

1️⃣ Please go to your Transactions page in your mobile Rocket Money app or web browser.

2️⃣ In the upper right corner, please tap the:

On the mobile app:CSV download button
​On the web version:​Export on the web browser
​

3️⃣ You’ll be given the option to apply any desired filters

4️⃣ Tap Export and you’ll receive your .csv file of your transactions sent to your email address.

You'll receive the export in a .csv file, which you can download and open in Excel, Google Sheets, or most similar spreadsheet tools.

Please note: This file can only be viewed on a desktop or laptop. It cannot be downloaded on a mobile device.