Exporting a Report

Are you preparing your tax return and need to see how much you spent in each category for the year? Does your accountant need a report of your total inflows and expenses? Or maybe you just want to play with your reports in Excel? Well, go ahead—export a report!

How to Export a Report

1

Log into YNAB on a desktop computer.

2

Click Reports along the left sidebar, then select which report you'd like to export along the top of the screen:
Spending, Net Worth, Income v Expense.

3

If you want to export everything, make sure the filters are set to All Categories, All Dates, and All Accounts. Otherwise, customize them!

4

Then, click Export in the upper right corner.

Now you can send it to your accountant or use it when you prepare your taxes.

Exporting the Net Worth Report

Looking for a breakdown of the debts and assets totals in your Net Worth report? Export it to see your month-end account balances for each account. Remember—select which accounts you want to include before hitting the Export button!