Exporting your Coconut Current Account statement:

If you currently have a Coconut card and current account, you will be able to export your transaction data any time straight from the app.

How do I export my data?

To export your data, scroll across to your Coconut account in your transaction tab and select the Coconut card icon. From there, just tap “Export transactions” and follow the steps through:

What format can I export my data to?

You can export your data at any time in 3 different formats from Coconut:

  • CSV Format

  • OFX (Open Financial Exchange)
    The preferred format for importing into most accounting or budgeting software.

  • PDF Statement

Exporting your external account statements:

How do I export my data on an Apple device?

To export all in-app business transactions, head to your transactions tab and select the Business Transactions Icon at the top of your screen. From there, just tap “Export transactions” and follow the steps through.

What format can I export my data to?

You can export your data at any time in 3 different formats from Coconut:

  • CSV Format

  • OFX (Open Financial Exchange)
    The preferred format for importing into most accounting or budgeting software.

How do I export my data on an Android device?

If you currently have your external accounts connected to your account, you will be able to obtain a copy of the changes and categorizations you've made. At the moment, this isn't possible in-app for Android users but our team is working on it.

For the time being, please get in touch with the team either via chat, or by email explaining what you'd like exported, and we'll happily send these over to you.


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