How to export all Categories

DavidB
DavidB Member ✭✭✭
edited July 23 in Categories and Tags

I want to export all my catagories so I can put them into a spreadsheet. Is there a way to do this?

David

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Best Answers

  • DannyB
    DannyB Superuser ✭✭✭✭✭
    Answer ✓

    @DavidB

    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. Latimer
  • Coach Kristina
    Coach Kristina Moderator admin
    Answer ✓

    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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