There are two different exports, and which one you can reach depends on your plan.
Transactions, on any plan
On the Transactions page, the Export button gives you the list as you have filtered it, in CSV or Excel (XLSX). It carries your date range, selected account and categories with it.
This works on every plan, including free.
PDF is not one of the formats. A PDF financial statement exists, but it is a separate report rather than a format of this export.
The columns
Fourteen, in this order: Date, Year, Month, Description, Amount, Currency, Converted Amount, Category, Account, Account Type, Balance, Type, Status, Is Duplicate.
Neither Notes nor Reference is among them, although a transaction can carry both. If you keep important context in Notes, an export is not a complete record of it. There are no tags in Finthy.
Duplicates are left out unless Show Duplicates is on when you export, and split parents are always left out because their parts carry the real amounts.
With no date range set, the export falls back to one year before the end date rather than all time.
The full account export, on a paid plan
For a backup, or to take your data elsewhere under GDPR portability, Settings > Data Export has Full Data Export (ZIP) and Download Complete Data.
This section is part of the paid plans and is not shown on the free plan. On free, use the Transactions page export above.
The ZIP is named for the day you took it and contains JSON files plus a README explaining each one:
- user.json, your profile and settings
- accounts.json, your financial accounts
- transactions.json, your complete transaction history
- categories.json, your custom categories
- budgets.json, your budgets and their current status
- budget-alerts.json, your budget alert history
- budget-templates.json, your custom budget templates
- financial-positions.json, your financial inventory: assets, liabilities, investments
- events.json, your calendar events
- event-occurrences.json, each occurrence with its status and match history
- event-notifications.json, reminders, match suggestions and missed-event alerts
- summary.json, summary statistics
Finthy warns you when you download it, and the warning is worth taking seriously: the file holds all of your sensitive financial information. Store it somewhere safe and delete it when you are done.
Good to know
- An export never changes anything. Nothing is deleted, moved or recalculated by taking one.
- Invoices are separate. Billing records for what you paid Finthy live on the Billing page, not in either export here.
- Exporting is not deleting. If you are leaving, take the ZIP first: once an account deletion’s grace period ends, the data is gone and support cannot recover it.