Export Settings

Configure where and how to export your financial data

Full path to the folder where CSV files will be saved

Pending transactions may be modified or removed by your bank

Export Structure

C:\Users\a\Documents\home\russell\documents\finance\data/
├── accounts.csv (account metadata)
├── daily_balances.csv (balance snapshots)
└── transactions/
├── {account_name}.csv (per-account transactions)
└── ...

Transaction files are named based on your custom account names (lowercase, underscores).

Category Mappings

Manage Mappings

Map Plaid's categories to your own custom categories for better organization in your exports.