How To Export Revolut Transactions To Excel

Revolut’s built-in export gives you a CSV file in 4 steps — but without one adjustment, it will overstate your monthly spending.

Pulling your Revolut transaction history into a spreadsheet is straightforward. The problem is not the export itself — it is what you do with the file once you have it. If you hold accounts at Revolut alongside ActivoBank, ING Spain, or any other bank, transfers between those accounts appear as outflows in every individual export. That distortion is not a rounding error; it is the difference between understanding your spending and fooling yourself with it.

Why This Export Is Step One, Not the Whole Answer

Most people who ask how to get their Revolut data into Excel want one thing: an accurate picture of where their money goes. The CSV Revolut generates covers the data retrieval part. What it cannot do is distinguish between a transfer you made to your own savings account and actual spending.

PSD2 — the EU directive that lets an aggregator connect to your bank — determines how banks must classify and report transactions. In Portugal, that framework is enforced by Banco de Portugal; in Spain, by Banco de España. Under both regimes, inter-account transfers appear as debit transactions. Your spreadsheet will not know they are not expenses unless you tell it.

Start with the export. Fix the classification after.

How To Get the File Out of Revolut

The export process inside Revolut takes under two minutes.

Open the Revolut app and tap Transactions (the clock icon on the home screen).
Tap the download icon in the top-right corner.
Select your date range — up to 36 months of history is available.
Choose Excel or CSV as the format, then tap Export.

Revolut emails the file to your registered address. The columns you will receive: date, description, amount, currency, local amount, local currency, notes, exchange rate, and balance. Open in Excel, add a column called “Type”, and tag each row as Income, Transfer, or Spending. Every row where the description names one of your own accounts — or your own IBAN — is a Transfer. Do not count it as an expense.

The Multi-Account Problem You Cannot Ignore

If Revolut is your only account, the export is clean. Most financially active adults in Portugal and Spain are not in that position.

Household financial data from Pordata shows Portuguese adults increasingly spread balances across multiple institutions — a pattern driven by deposit rate competition since 2023. If you moved money from Revolut to a higher-rate conta poupança at ActivoBank last year, that transfer appears in your Revolut export as an outflow. Sum that column without filtering it, and your “monthly expenses” are inflated by the full transfer amount.

“Without filtering inter-account transfers, multi-account users overstate monthly expenses by 8–10 percentage points.”

The fix is not complicated, but it is manual unless you have a tool that does it automatically. One export from one account is never the full picture.

The Best Objection: Just Use Revolut’s Analytics Tab

Some readers will say: skip the export, use Revolut’s built-in spending analytics instead. Revolut’s in-app breakdown is faster and auto-categorised.

The problem is scope. Revolut only sees Revolut. If you pay rent via MB Way from your CGD account, spend on a Wizink credit card, and save into an ActivoBank deposit, none of that appears in Revolut’s analytics. The in-app view is accurate for what it sees — which is, by definition, incomplete. An Excel export you build yourself from multiple sources beats a polished single-source summary every time.

What To Do With the File

Exporting the CSV is not the goal — a correct monthly spending number is.

If you want that number without manually reconciling three bank exports, MyCFO pulls all your accounts into one view and strips transfers automatically, so your spending figure reflects actual outflows.

If you are doing it manually in Excel, follow these steps:

Export your Revolut CSV and open it in Excel.
Add a “Type” column and tag every row as Income, Transfer, or Spending.
Filter to Spending rows only, then sum the amount column for your true monthly outflow.
Repeat for each additional bank account and merge into one sheet.
Cross-check: your combined spending plus combined savings should equal combined net income.

Anything left untagged is a gap in your data, not a gap in your spending.

Get the Number Right

Export the file, filter the transfers, then build the full picture across every account you hold. A Revolut CSV that has not been cleaned is not a financial record — it is a list of raw transactions. The difference matters every time you make a decision based on it.

Frequently Asked Questions

Can I export more than 12 months of Revolut transactions at once?

Yes. Revolut allows exports covering up to 36 months of transaction history. When you tap the download icon in the Transactions tab, you select a custom date range. For periods longer than a year, select the start and end dates manually. The file arrives by email, typically within a few minutes. Very long date ranges occasionally take longer, but the full 36-month history is available in a single export.

How do I handle transactions in multiple currencies in the Revolut Excel export?

Revolut’s export includes both the transaction amount in the original currency and a converted amount in your account’s base currency. Use the base-currency column for any totalling or budgeting work — mixing the two columns will produce incorrect sums. If your account is EUR-denominated, the “Amount” column is already in EUR. The “Local Amount” and “Local Currency” columns are there for reference, not for aggregation.

If I have Revolut plus two other bank accounts, how do I build one accurate spending total?

Export a CSV from each bank for the same date range. Combine all rows into one Excel sheet and add a “Source” column to track which bank each transaction came from. Then tag every row as Income, Transfer, or Spending — removing any transfer that moved money between your own accounts. Sum only the Spending rows. That single filtered total is your actual monthly outflow across all accounts.

Pulling your Revolut data into Excel is easy; building an accurate spending figure across multiple accounts is where most people lose an hour. MyCFO connects to Revolut, ActivoBank, ING Spain, and other Iberian banks simultaneously, identifies inter-account transfers automatically, and produces one clean spending total without a single manual export. See your real number →