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.

Updated 2026-06-14

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
Open Settings
Go to the Settings tab and find data export.
2
Export to CSV
Choose to export. Vault creates a CSV file of your data.
3
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.

Great before switching phones

Since Vault data is local to each device, exporting a CSV is a handy way to keep a copy when you move to a new iPhone.

Reports export too

Beyond a full data export, you can export reports and charts as PDF or CSV for sharing or record-keeping.