How to export all Categories
I want to export all my catagories so I can put them into a spreadsheet. Is there a way to do this?
David
Best Answers
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Are you just wanting the category names or all the transactions by category.
You can download a csv file of all transactions or by account from the transactions page.
If you are talking about a list of just your category names, I'm not sure you can download that… but you could copy and paste them into your spreadsheet.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
Hello @DavidB,
As @DannyB said, you can export transactions by category. You are able to view your Category list by going to Settings, then selecting Categories & Tags. There isn't an option to export that category list, but it is possible to cut/paste to your spreadsheet.
I hope this helps!
-Coach Kristina
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@Coach Kristina Ok, thanks
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