Export Data via eMail
Touch the "Actions" button in the bottom toolbar to bring up the Actions screen then touch the "Export Data " button.
Touch the Control Panel button and then touch "Export".
You can export your entire data file, the activity log, reports, or an accounts history transactions. Touch the "Export" button for the data you want to export via email.
Note: A data file is always exported unencrypted
When you export transactions you need to select the format.
- Tab - Export transactions as a tab-separated-value text file
- QIF - Export transactions as a QIF (Quicken Interchange Format) text file
- OFX - Export transactions as a OFX (Open Financial Exchange) text file
When you export reports you need to select the format.
- Tab - A tab-separated-value text file suitable for bringing into a spreadsheet application
- HTML - Suitable for display in a browser
Depending on the report the process uses whatever envelope and/or account was referenced last and whatever date range was selected last. To change the envelope and/or account select them on the appropriate screen prior to exporting the report. To change the date range show the report and use the reports date range picker to select the date range.