Before you start
The export is on the Dashboard, in the ⋮ menu above your transactions table, next to View settings.
You need the Import and export permission to see it:
Role | Can export |
Owner, Admin, Editor | Yes |
Viewer | No |
Custom | Only if Import and export is turned on for that role |
If Export transactions is missing from the menu, ask a workspace Owner or Admin to change your role.
The file only contains transactions you are allowed to see. If your role gives you access to selected accounts only, the file includes only those accounts.
Export your transactions
On the Dashboard, set up the table the way you want the file to look: apply filters, type a search, show or hide columns, and switch Show planned data on or off in View settings.
Click the ⋮ menu above the table, then Export transactions → Export view as CSV.
Wait while the file is prepared. A message at the top of the screen shows Preparing export…, then the progress, for example Exporting 2,000 of 18,883.
When it finishes, the file downloads and you see Exported 18,883 transactions. The file is named transactions-<workspace>-<date>.csv, where the date is today's date in your workspace's time zone.
What the file contains
Rows | Every transaction that matches your current filters and search — all of them, not only the rows loaded on screen. |
Planned transactions | Included, exactly as your table shows them: one-off planned transactions and the occurrences of your recurring transactions that fall inside the filtered period, each on its own row with Status = Planned. If Show planned data is off in View settings, the table shows none and the file contains none. |
Order | Always newest first by date, whatever sort your table uses. Planned rows sit among the others by their date. |
Columns | The columns visible in your table, in the same order, plus the three companion columns below. Hidden columns are left out. |
Selected rows | Ignored. Ticking checkboxes doesn't limit the export. |
Column headers are in the language you use Vault in. If two columns would have the same name, the second one gets (2) added to its header; the app's own columns always keep their exact names, so it is the attribute that is suffixed.
Three columns the export adds
Whenever your table shows the Date column, the file adds one column right after it:
Status — Posted or Planned. In the table a planned transaction is marked with a chip; in the file this column says whether the date is a fact or a plan.
Whenever your table shows the Amount column, the file adds two columns right after it:
Currency — the currency of each transaction. One file can hold transactions from accounts in different currencies, so an amount on its own could be misread.
Type — Income, Expense or Transfer. In the table the type is an icon next to the amount. Without this column, a transfer would look like an expense.
How values are written
Value | In the file |
Date | 2026-08-28 14:30 — year-month-day, then the time, in your workspace's time zone. A transaction entered without a time shows the time it is stored at, 12:00. |
Status | Posted or Planned |
Actual Date | Only when the column is visible in your table. Always with the time: one date, 2026-08-28 09:00, or start - end for a period, 2026-08-01 12:00 - 2026-08-31 12:00. When only one end is set, it stands for both. Empty for transfers. |
Custom date-and-time attributes | 2026-08-28 14:30 |
Amounts | A plain number with a minus sign for money going out and a dot as the decimal separator, exactly as stored. No thousands separators, no currency symbols. For example -1453.13 for an expense, 4405.32 for income. |
Transfers | One row per transfer. Account shows From account → To account, and the amount is the negative amount that left the From account. Category, Counterparty and Actual Date are empty. |
Categories and counterparties with a parent | Parent / Child |
Split transactions | Each part with its amount, separated by a semicolon and a space — for example Rent (600.00); Utilities (400.00). The amount is written without a sign, with the currency's decimals. A part with no value is written as Not selected. The same form is used in the category, counterparty and attribute columns the split carries. |
Multi-select attributes | All selected options, separated by commas and sorted by name |
Checkbox attributes | true or false |
Attributes that don't apply to the transaction's type | Empty |
Created by | Who created the transaction: User if someone in your workspace added it, System if it came from a bank or wallet |
Text that starts with =, +, - or @, or with a tab or a line break, gets an apostrophe in front of it. This stops spreadsheet programs from treating a description as a formula. Numbers are never changed.
Large exports and cancelling
Large exports can take a few minutes. The progress message counts up while the file is prepared; planned rows are counted like any other row.
To cancel, click the × on the progress message. You'll see Export cancelled, and no file is saved. Leaving the Dashboard also cancels the export.
While an export is running, Export view as CSV can't be clicked. When it finishes or is cancelled, you can start a new one.
When there's nothing to export, or the export fails
Message | What it means |
Nothing to export: no transactions match the current filters | Change your filters or search and try again. |
Nothing to export: every column is hidden. Show at least one column and try again. | Show at least one column in View settings. |
Transactions changed during the export, so no file was saved. Try again. | Your transactions changed while the file was being prepared. Export again. |
The export failed, so no file was saved. Try again. | Something went wrong. Export again. |
Couldn't export all rows. Please contact support. | Click Contact support on the message to reach our team. |
Error messages stay on screen until you close them, so you see them even if you stepped away during a long export. If an export fails, no file is saved — you never get a partial file.
Opening the file
The file uses commas between columns and Windows line endings. It also includes a marker that tells spreadsheet programs the text is UTF-8, so umlauts, accents and Cyrillic letters — Café, Київ, România — display correctly.
If everything lands in one column when you open the file, import it through your spreadsheet program's import option instead and choose Comma as the separator.
Google Sheets
Go to File → Import, select the file, and under Separator type choose Comma.
Numbers (Mac)
Drag the file onto the Numbers icon in the Dock. If the columns don't look right, select the table, open the Format sidebar, click the Table tab, then Adjust Import Settings, and choose the comma delimiter.
Importing the file back
You can import an exported file into a manual account — every column is recognised automatically, so there is nothing to map by hand. Dates keep their times, planned rows come back as planned, actual dates and periods are restored, and split transactions are restored with their parts. Transfer rows are skipped on import. See Import transactions from a CSV file.