Download your transactions as CSV or PDF.
Your data belongs to you. Finaps makes it easy to export everything at any time.
Export your transaction history from the Reports section.
The export includes: transaction date, amount, currency, type (expense/income/transfer), category, account, description, notes, and tags. The CSV format is compatible with Excel, Google Sheets, and most accounting software.
At the end of each year (or anytime on demand), you can generate a Year-in-Review PDF from Reports. This report includes spending breakdowns by category, monthly trends, top merchants, income vs. expense comparison, savings rate, and AI-generated insights about your financial habits.
Pro subscribers can also export reports for specific categories or accounts, and schedule automatic monthly exports via email.
Editing and deleting transactions
Modify any transaction detail or remove it entirely.
How categorization works
Understand the 3-tier AI categorization system and custom categories.
Setting up recurring transactions
Automate regular expenses and income entries.
Searching and filtering transactions
Find any transaction with powerful search and filter options.
Our support team typically responds within 24 hours (4 hours for Pro subscribers).
support@finaps.co