Export one to six months

Step 1

Choose your calendar months

1. Open Settings, then Reports.
2. Choose a start month and one to six months.

Settings Reports makes the workbook on your device, with no sign-in or new AI report.

Choose the first calendar month and one to six months. This example covers May through October.

Step 2

See all six month-count choices

1. Open the month-count selector.
2. Options 1 through 6 are available.

Open the month-count selector to see the actual choices, one through six.

Six is selected in this example. Choose the count you need, then check the calendar period shown on the page.

Step 3

Keep the end month valid

1. End this month or earlier.
2. A future-ending period is refused.

The export must end in the current month or earlier.

The real page refuses a future-ending period before generating or saving a file.

Step 4

The current month is partial

1. Current month means saved records so far.
2. It is not a prediction.

October is the current month in this fixed sample.

Its export contains saved records so far, not future spending or an entire completed month.

Step 5

Export and save the workbook

1. Tap Export Excel workbook.
2. Choose a private local destination.

Tap Export Excel workbook, then choose a private destination.

Step 6

Open the saved report

1. Open the actual XLSX in Excel.
2. Start on Overview.

Open the saved file in Excel and begin on Overview.

The workbook has six dashboards, plus Records and Categories. There is no automatic currency conversion.