Excel Export

Export your asset data to Excel with one click — perfect for tax filing, accounting, or personal record-keeping.

Export Benefits

One-click export generates a professionally formatted Excel workbook
Tax filing ready — includes all positions with cost basis and current values
Customizable scope — export everything or just bank, stocks, crypto, or transactions
Option to include live market prices at the time of export

How to Export

1

Go to Settings

Navigate to the Settings page and find the Data Export section.

2

Choose export scope

Select what to include: Full Export, Bank Assets, Stock Holdings, Crypto Holdings, or Transactions. Toggle 'Include live prices' if you want current market data.

3

Download your file

Click Export Excel. Your browser will download a .xlsx file with clearly formatted sheets for each asset type, ready for use in Excel, Google Sheets, or any spreadsheet application.

What's Included

The exported Excel workbook contains separate sheets for each asset type you selected. Bank accounts include bank name, account alias, type, currency, and balance. Stock holdings include market, symbol, name, shares, average cost, current price, market value, and unrealized P/L. Crypto holdings include coin name, symbol, amount, average cost, current price, market value, wallet type, and unrealized P/L. The transactions sheet includes date, asset type, transaction type, asset name, quantity, unit price, amount, currency, fee, tags, and notes. All monetary values are formatted with proper currency symbols.

Ready to Take Control of Your Assets?

Start tracking your assets with complete privacy. Your data never leaves your Google Drive.