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How to Export and Analyze Your Financial Data with SetMoney

How to Export and Analyze Your Financial Data with SetMoney

A step-by-step guide to using SetMoney’s export feature to review, analyze, and share your financial data.

6/9/20251 min readExportAnalyticsBudgetingSetMoney

Introduction

Want to dig deeper into your finances? SetMoney’s export feature lets you download your data for analysis, tax prep, or sharing with an accountant—so you’re always in control.

Download SetMoney on the App Store
Get it on Google Play

Why Export Your Data?

  • See the big picture: Analyze your spending and saving trends.
  • Tax preparation: Make tax season easier with organized records.
  • Share with professionals: Send data to your accountant or financial advisor.

How to Use SetMoney’s Export Feature

  1. Go to Export: Open the export option in SetMoney’s menu.
  2. Download as PDF: Save your data as a PDF file for review or sharing.
  3. Analyze Trends: Use your exported PDF to spot patterns and make smarter decisions.

SetMoney Tip: Export your data monthly to stay organized and ready for anything!

Conclusion

Take control of your finances with SetMoney’s export feature—analyze, share, and plan with confidence.

Download SetMoney on the App Store
Get it on Google Play