Format
Use CSV or XLSX for spreadsheets. OFX is intended for transfer to compatible finance applications. A full workspace export is downloaded as a ZIP archive.
Optional account filter
Select a wallet when the file is for a specific bank or reconciliation task. Leave the filter empty to include transactions from every wallet.
Search and date filters
Search matches transaction descriptions and notes. The start and end dates are both included. Export history stores the filters used for each file.
Full workspace export
A full workspace ZIP includes workspace settings, currencies, wallet and category groups, wallets, categories, tags, budgets, recurring rules, goals, exchange rates, and transaction history. This is more data than a filtered transaction export.
History and generated files
A large export may continue in the background. Export history shows when it was requested, which filters were used, its current status, and whether the file is ready to download.
Downloaded file security
After download, Tetri permissions no longer protect the file. It may contain account numbers, balances, transaction descriptions, and notes. Store, share, and delete it as you would any other financial document.