In order to have a more complete and detailed financial control using Mobills, you have the option to export reports of your transactions. To improve even more our user's lives, it is also possible to filter which transactions you want to be in that report.
How to export a report
To download a report on Mobills Web, click on the Transactions menu.
After that, click on the exporting icon and choose the Excel file format you wish to download. Right after that, an Excel file will be generated and the download will start automatically.
A very common example is when you need to filter some transactions to obtain a more precise report. Let's suppose you only want to know the expenses that were made on the 'Food and Drink' category on February.
Click on the exporting icon and then choose only the category you wish and the period of time that you want, as in the image below:
After that, click the chosen file extension you'd like to export. The download will start automatically!
- On Mobills Web, you can export all your transactions to Excel files (.xlsx and .csv)
- The available filters are category, account, situations, types and period of time.
- In case you want to export your transactions on the transactions screen, the columns that will appear on the spreadsheet are Date/ Description/ Amount/ Category/ Subcategory / Tags.
- In the case you export your transactions on the expenses or incomes screen, the columns that will appear on the spreadsheet are Date / Description / Category / Account / Amount.mês atual.