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How to Export Your Income Records

Download your income data as an Excel file for reporting or sharing with stakeholders

Ibrahim A. avatar
Written by Ibrahim A.
Updated today

Exporting allows you to save a full or filtered view of your income records for use in analysis, documentation, or sharing.

Steps to Export Your Income Table:

  1. Navigate to the Data Table section in the sidebar and click on the Income Table.

  2. In the top-right corner, click the Export button.

  3. Adam will download an Excel (.xlsx) file of your income data.

  4. If you have date filters or category filters applied, only the filtered results will be exported.

  5. If no filters are applied, all visible income records will be included.

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