Exports, categories, documents, and personal transactions

Export transactions

Open Accounting, filter the period or transactions you need, and then use Export. The export contains the currently filtered transactions.

Export documents and attachments

Open Invoices -> Documents and use Export there to download documents.

For a monthly or quarterly export, you usually export two things separately: filtered transactions from Accounting and documents from the Documents area.

Categories and chart of accounts

You can find your categories under:

Account -> Categories

From there, you can view categories and adjust them where the feature is available.

Personal transactions and internal transfers

If a bank transaction is personal, assign it to the Personal category. This excludes it from tax-related income and expense calculations.

If you move money between your own accounts, use Internal transfer. This prevents the movement from becoming income or expense.

Document stuck processing

Uploaded documents can take a few minutes to process. If a document remains stuck for a long time, contact support.