Export Your Data | PopaDex

Export Your Data

Learn how to export your financial data from PopaDex in multiple formats

PopaDex believes your data belongs to you. Export your financial information anytime in multiple formats for backup, analysis, or migration to another service.

Export Formats

CSV (Comma-Separated Values)

Best for:

  • Excel/Google Sheets analysis
  • Import to other financial software
  • Custom reporting
  • Tax preparation

Includes:

  • All transactions
  • Account balances (historical)
  • Net worth snapshots
  • Category breakdowns

JSON (JavaScript Object Notation)

Best for:

  • Developers
  • Complete data backup
  • Migration to other platforms
  • Custom integrations

Includes:

  • Full data structure
  • All metadata
  • Relationships preserved
  • E2EE status indicators

PDF Report

Best for:

  • Printing
  • Sharing with advisor
  • Tax documentation
  • Annual summaries

Includes:

  • Net worth summary
  • Account overview
  • Charts and visualizations
  • Date range customization

How to Export Data

Full Account Export

Steps:

  1. Go to Settings → Data & Privacy
  2. Click “Export All Data”
  3. Select format (CSV, JSON, or PDF)
  4. Choose date range (all time or custom)
  5. Click “Generate Export”
  6. Download file when ready

Processing time:

  • Small accounts (<1000 transactions): Instant
  • Medium accounts (<10,000 transactions): 30-60 seconds
  • Large accounts (>10,000 transactions): 2-5 minutes

Partial Exports

Transaction History:

  1. Go to Transactions page
  2. Apply filters (date range, account, category)
  3. Click “Export” button (top right)
  4. Download CSV

Net Worth Report:

  1. Go to Net Worth dashboard
  2. Select date range
  3. Click “Export Report”
  4. Choose PDF or CSV

Account-Specific Data:

  1. Navigate to specific account
  2. Click account menu (three dots)
  3. Select “Export Account Data”
  4. Download CSV

What Gets Exported

Transactions Export (CSV)

Column Description Example
Date Transaction date 2025-01-15
Description Merchant/description Whole Foods Market
Amount Transaction amount -87.42
Currency Original currency USD
Account Account name Chase Checking
Category Assigned category Groceries
Type Transaction type Debit
Balance Balance after 3,245.18

Net Worth Export (CSV)

Column Description
Date Snapshot date
Total Net worth in primary currency
Accounts JSON of all account values
Assets Total assets
Liabilities Total liabilities
Change Change from previous period

Full Account Export (JSON)

Complete data structure:

{
  "user": {
    "email": "[email protected]",
    "created_at": "2024-01-01",
    "primary_currency": "USD"
  },
  "accounts": [...],
  "transactions": [...],
  "categories": [...],
  "settings": {...}
}

E2EE Considerations

If E2EE is Enabled

Export process:

  1. Enter your password to decrypt
  2. Data decrypted locally in browser
  3. Export file created
  4. File saved to your device

Your export contains:

  • ✅ Decrypted, readable data
  • ✅ All transaction details
  • ✅ Full account information

Security note: Export files are not encrypted. Store securely.

Export File Security

Recommendations:

  • Store in encrypted folder (e.g., VeraCrypt)
  • Upload to encrypted cloud storage
  • Delete after use if containing sensitive data
  • Never email unencrypted exports

Using Exported Data

In Excel/Google Sheets

CSV Import:

  1. Open Excel/Sheets
  2. File → Import → CSV
  3. Select your exported file
  4. Choose delimiter (comma)
  5. Analyze with pivot tables, charts

Common analyses:

  • Monthly spending by category
  • Income vs. expenses trends
  • Net worth progression
  • Account growth comparison

In Financial Software

Mint/YNAB/others:

  1. Check if software supports CSV import
  2. Map columns to their format
  3. Import transactions
  4. Review for accuracy

Note: PopaDex uses standard CSV format compatible with most financial software.

Tax Preparation

For accountant:

  1. Export year-end transactions (CSV)
  2. Filter to tax-relevant categories
  3. Export as PDF summary
  4. Provide both to tax preparer

Tax-relevant categories:

  • Investment income
  • Business expenses (if self-employed)
  • Charitable donations
  • Medical expenses

Scheduled Exports

Automatic Backups

Setup:

  1. Settings → Data & Privacy
  2. Enable “Automated Exports”
  3. Choose frequency (weekly/monthly)
  4. Select format
  5. Email destination

Deliverability:

  • Encrypted zip file
  • Password sent separately
  • Stored for 30 days

Best for: Regular backups without manual effort

API Access (Coming Soon)

Future feature:

  • Real-time API access
  • Custom integrations
  • Automated reporting
  • Third-party tool connections

Interested? Email [email protected] to join waitlist.

Import Data (Reverse)

Importing to PopaDex

Currently, PopaDex supports:

  • Bank connections (Plaid/GoCardless)
  • Manual account entry

CSV import: Coming in Q2 2025

Request this feature: Vote on roadmap at feedback.popadex.com

Migration from Other Services

From Mint:

  1. Export from Mint (CSV)
  2. Wait for PopaDex CSV import feature
  3. Or manually add accounts via bank connections

From YNAB:

  1. Export transactions
  2. Await import feature
  3. Manual entry alternative

Export Limitations

Rate Limits

To prevent abuse:

  • 3 full exports per day
  • Unlimited partial exports
  • 1 automatic backup per schedule

Data Retention

Active accounts: Full history available Closed accounts: Retained for 7 years Deleted accounts: Exported before deletion, then purged after 30 days

Export Size Limits

CSV: Up to 1 million rows JSON: Up to 100MB file size PDF: Up to 500 pages

If exceeded: Contact support for custom export

Troubleshooting

Q: Export download fails

  • Check browser pop-up blocker
  • Try different browser
  • Reduce date range
  • Contact support if persistent

Q: CSV won’t open properly

  • Ensure using CSV-compatible software
  • Check encoding (should be UTF-8)
  • Try opening in text editor first

Q: Missing transactions in export

  • Verify date range selected
  • Check if account filters applied
  • Confirm transactions exist in app

Q: Can’t decrypt E2EE export

  • Exports are already decrypted
  • You entered password during export process
  • File itself is unencrypted (for usability)

Best Practices

Regular Backups

✅ Do:

  • Export quarterly (minimum)
  • Store in multiple locations
  • Verify export opens correctly
  • Keep encrypted backups

❌ Don’t:

  • Rely solely on PopaDex
  • Store unencrypted in cloud
  • Share exports via email
  • Forget to update backups

Data Privacy

When sharing exports:

  • Remove sensitive columns
  • Use PDF over CSV (less editable)
  • Redact account numbers
  • Only share necessary date ranges

Organization

Naming convention:

  • PopaDex_Export_2025-01-15.csv
  • PopaDex_Taxes_2024.pdf
  • PopaDex_Backup_Jan2025.json

Folder structure:

/Financial_Backups
  /2025
    /January
      - PopaDex_Export_2025-01-15.csv
    /February
  /2024
    /December

FAQ

Q: How often should I export?
A: Monthly or quarterly for backups, annually for tax prep.

Q: Are exports encrypted?
A: No. You decrypt during export. Encrypt the file yourself if needed.

Q: Can I re-import my export later?
A: Not yet. CSV import coming Q2 2025.

Q: What if I delete my account?
A: Export everything first. Data is permanently deleted 30 days after account deletion.

Q: Do exports include linked bank credentials?
A: No. Only transaction data, balances, and metadata. Never credentials.

Q: Can support access my export?
A: No. Exports happen locally. We never see export content.

Export issues? Contact [email protected]

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Last updated: January 15, 2025

Questions? Contact Support