Excel (XLSX) export
In short
Choose Excel in History’s Export menu for filtered payments, or Export everything (Excel) in Settings → Data & export for the household ledger available to you.
Download a workbook
- For filtered payments, open History, set the filters and choose Export, then Excel.
- For the supported household tables, open Settings → Data & export and choose Export everything (Excel).
- Open the downloaded workbook and check the date range, rows and worksheets.
Scope and permissions
Both paths are available on every plan, but they contain different scopes. History exports the selected payment records; Settings exports the supported household tables available to your account. Members restricted to shared bills receive a smaller export.
Attachments
Attachment metadata can appear in the household export; the workbook does not include the attached file contents. Download documents separately before deleting their source records.
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Reports & exportLast updated 2026-10-15