Excel export

When you need your data somewhere else — your accountant, Tiller, Google Sheets, or your own model — export it to Excel and take it with you.

What's in the file

Each row is one transaction, with every column you'd want:

• Date — the transaction date
• Description — the raw text from your statement
• Merchant — the normalized, human-readable name
• Category — Sortlumo's category (including your overrides)
• Amount — signed, so debits and credits are clear

One account or all of them

Export a single account, or combine every account into one workbook. Filters and column widths are preserved, so the file opens clean in Excel, Numbers, or Google Sheets.