Move from the Dashboard to the Money screen by using the bottom navigation. You can scroll across the last 11 months from below the app bar. If you’d like to change the way you view your transactions, from a monthly breakdown to a quarterly or yearly view, tap the calendar icon. 

Tap on your desired view, the window will close and immediately update how you’re viewing your transactions.

To change it again, tap on the calendar icon again. 

Note: This will apply the change to all Insight and Money screens, including Budget and History breakdowns. 

You can export two kinds of data Excel sheets from your application.

1. All your data; transactions, accounts, events, goals, budgets Tap on the menu icon on the top left of the screen, navigate to Settings, and scroll to find the Export & Share option. Tap yes to export to Sheet, and depending on your Operating System, you can save to your phone, save it to a drive, or send it forward. 
2. Filtered data; of a specific time frame, a specific account, category or event. For a filtered version of your data, from the Money screen, tap on History, and then tap on the Filter icon on the right of the screen. A new screen will allow you to select the items you want to filter for. Select your desired filters and press Apply, you’ll see a filtered version of all your transactions.
    

For a filtered version of your data, from the Money screen, tap on History, and then tap on the Filter icon on the right of the screen. A new screen will allow you to select the items you want to filter for. Select your desired filters and press Apply, you’ll see a filtered version of all your transactions. 

Then on the top right of the screen, next to the Search icon, tap the export icon. Depending on your Operating System, you can save to your phone, save it to a drive, or send it forward. 

Tap on the menu icon on the top left of the screen, navigate to Settings, using the third option Financial Year, you can change whether to see your financial year as July to June or January to December. This is particularly useful for those managing their tax filing through the application.