How to Export Transactions

The export function is available exclusively on the desktop version of Billroo. If you primarily use the mobile app, don't worry! You can log in to the desktop version using the same email address you signed up with.

Follow these simple steps to export your transactions:

1. Head to your Transactions page.

2. Search or use filters (such as date range, categories, etc.) to display all the transactions you wish to export.

3. On your transaction screen, click the button at the top right-hand column to Select All.

4. This will bring up an Export button. Click on Export.

5. You will have two options:

   • Export 50 transactions (current page)

   • Export ALL transactions that are currently in your filter

6. Click on your preferred option, and the file will immediately begin downloading.

You can find the exported file in your download folder on your computer. The file will be in Excel format, featuring the following column headings:

• Date

• Description

• Category

• Tags

• Amount

Feel free to repeat this process for any other filters, categories, or search results you like. Exporting your transaction data has never been easier!

Check out the following video to see the process live!

We hope this guide helps you make the most of your Billroo experience. Happy exporting!