Preview documentation for a product in development. Features, compatibility, and exact steps may change before release.

Privacy & your data

Export your data (CSV)

Learn how the planned Vault export flow creates a portable CSV copy of your financial records for backup or analysis.

Vault believes your data belongs to you. You can export it to a CSV file whenever you like, to keep a backup or open it in a spreadsheet.

  1. 01

    Open Settings

    Go to the Settings tab and find data export.

  2. 02

    Export to CSV

    Choose to export. Vault creates a CSV file of your data.

  3. 03

    Save or share it

    Use the share sheet to save the file to Files, email it to yourself, or move it wherever you keep backups.

Still need a hand?

Email support@obsidianridgelabs.com, a real person will reply.

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