Keep your own copy of every agreement. The files open in Excel, Google Sheets and Numbers.
Agreements (CSV), every plan
- In the web app, go to Settings → Export your data.
- Choose Agreements (CSV). The download starts.
Everything (Excel)
The Excel workbook has your agreements, payments and groups on separate sheets. It is part of the Pro plan and higher plans.
- Go to Settings → Export your data.
- Choose Everything (Excel).
If your plan doesn’t include it, you’ll see a link to the plans instead. See Plans and what they include.
Tip: Lenders on an organization plan can also export a portfolio report. See Portfolio: your lending at a glance.