Exporting your data

Pull all of your MoneyVue data out at any time. The export is intended for backup, portability, and to satisfy GDPR Article 20 (data portability).

What's in the export

A JSON file containing all of your records:

• Accounts.
• Account balance history.
• Transactions (including notes, tags, splits, flags).
• Budgets and budget history.
• Categories and groups.
• Recurring transactions.
• Automation rules.
• Merchants.
• Preferences.
• AI settings (without the API key).

Sensitive fields are excluded:

• Password hashes, password reset tokens, refresh tokens.
• SimpleFIN access URLs and other access tokens.
• AI provider API keys.

How to export

1. Open Settings.
2. Find the data export action.

The export is rate-limited to 3 per hour per account.

What the file looks like

JSON with one top-level object per table. Importing the file into another tool requires translating it — there's no canonical schema, just MoneyVue's internal one. Use the field names as a guide.

CSV exports

Per-page CSV exports of transactions or reports are available from the relevant page (look for the download icon in the toolbar). The full-account JSON export is the only "everything" pull.

FAQ

Is the export encrypted? The download itself is not encrypted at rest on your machine — handle it the way you'd handle a bank statement. The connection to MoneyVue is HTTPS.

Can I import the export back into MoneyVue? No. Export is one-way. To restore data, contact support.

Can I get a pg_dump of my data? Self-hosting users could; this is a hosted SaaS, so users get the JSON export only. The JSON export is the supported portable format.