Can someone please instruct me as to how I can transfer all my data on all transactions, sorted by category, for all of 2016? I am hoping I can put all this in an Excel file.
I typed "2016" into the search box, but it did not come anywhere near to listing them all, nor do i see how to do it by category, all at once for a full print out.
Unfortunately, HelloWallet does not provide the ability to create a formalized report for your transactions. However, this is a great idea! We have listed this as an enhancement request for our product. In the meantime, we can help you locate where to see your transactions by category for 2016.
To search for specific transactions by category, navigate to the Accounts page. Then, on the left hand side, you will see a tab that says “Transactions.” Depending on if you would like to look at your spending holistically or by account, you can select “All Transactions” or the specific account you would like to see the expenses for in your HelloWallet.
In the search box, input the category and the year. For example, “Groceries 2016” would be how you can search for all of your transactions categorized as groceries for the year 2016. If you would like to look at all of your transactions for the full year of 2016, you would just search “2016.” Then, at the top you can click “Export Transactions” and you will be able to download either the transactions by the specific category or all of your expenses for the year in a .csv file.
If you recently linked these accounts to HelloWallet, you will only be able to see your previous 90 days of transaction history. This is due to security reasons. If you have any further questions, please contact us at email@example.com!
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