Can I download transactions?

If you are already subscribed to Moneytree Expenses or Moneytree Corporate features, you can easily download your data as an Excel or CSV file. Follow the steps below to learn how to do it.


1.On the Balances Card tap “Bank Accounts”.

IMG 9873-2

2.Tap on the account you would like to download transactions for.

IMG 9875-2

3.Tap the download icon in the top right corner. *If you are not yet subscribed to Moneytree Work Expenses, you will see the option to purchase it.

IMG 9876-2

4.Choose the format you prefer and tap “Download”.

IMG 9878-2

5.Export the downloaded file to the app of your choice (iMessage, Mail, AirDrop etc.).

IMG 9879-2

If you still need help with Moneytree, 
or have any questions about the service, please contact [email protected]