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Transaction Export Findability

Feature Request

The export functionality is only available under Profile | Data Export. Might be helpful to also have this functionality linked directly in the transaction screen (and other areas as appropriate) in a similar location as the “import” option (…) and using available/set filters. Good to have exports consolidated like current but having it also available in-line with other work would save users from jumping within the app and losing focus.

Posted by SCrawford ·
Status: Completed1 comment

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Comments1

  • team@waypointbudget

    Team•

    Oct 6

    This should be live now on the transactions page now! The ⋯ menu at the top of the Transactions page now has Export, which opens the same export dialog as Profile > Export Data without leaving the list. It also picks up what you are looking at: Transactions only, the month or custom range in view, and any Accounts filter you have on, so a filtered month exports as that month and those accounts. Type, category, tag and search filters do not carry over since the export has no scopes for those; you can still adjust accounts and period in the dialog before downloading.