How do I export my account history for tax filing?

Updated July 24, 2026

You can export your transaction data from the Novo app to share with your accountant or upload to tools like QuickBooks or Xero.

To download your transaction history:

1. Go to Activity (web: left menu; app: More → Activity) 2. Choose Download CSV 3. Choose your date range

You can also download monthly statements and generate Profit & Loss reports from your account to help during tax time.