Export Transactions
Need your data outside of Pocket Clear? Export lets you download your transaction history as a CSV file (for spreadsheets) or a PDF report (for printing or sharing). You have full control over the date range and which transactions are included.
CSV exports include every field — date, amount, category, payment type, note, and tags — making it easy to analyze your data in Excel, Google Sheets, or any other tool. PDF exports produce a clean, formatted report with totals and category breakdowns, ready to share with an accountant or partner.
If you are using Partner Mode, you can choose to export your transactions only, your partner's, or the combined set. This is especially useful for shared household budgeting or splitting expenses at the end of the month.
How to export transactions
- Open Pocket Clear and tap Settings (gear icon).
- Tap Export Transactions.
- Choose the format: CSV or PDF.
- Select the date range (preset or custom start/end dates).
- If in Partner Mode, choose Me, Partner, or Combined.
- Tap Export. The file will be generated and you can share it via email, messaging, or save to your device.
What fields are exported?
- CSV: Date, Amount, Category, Payment Type, Note, Tags, Type (expense/income), Owner (if Partner Mode).
- PDF: Same data presented as a formatted report with totals, category subtotals, and a summary header.
Still need help? Email us at [email protected]