Import and export

Export

Settings → Import and export. You can download:

• transactions — the full list as CSV;
• a pivot of categories by month — the table people usually keep in Excel.

The file opens in Excel, Google Sheets and Numbers.

Importing transactions

A CSV with columns for date, amount, category, account and note. Categories and accounts that do not exist yet are offered for creation.

Importing a pivot table

If you kept a budget as "categories down, months across", the whole sheet can be loaded: the app reads the month header and creates one transaction per cell.

Before importing

Check that the currency and the target account are right — correcting a hundred imported rows one at a time takes a while. Loading a single month first and looking at the result is the sensible order.

Your data is yours

Export is always available and never limited, including right before deleting your account. It is not a paid feature and will not become one.

Two exports, for different jobs

"Download all transactions" — the full list in rows: date, type, amount, currency, account, category, note. This is your backup and what you leave with, wherever you go.

"Download categories by month" — a summary table: categories down, months across. This is what you open when you want a whole year in Excel rather than paging through screens.

Separately, the yearly summary offers an export for one year, which also carries accounts, debts, goals, assets and cards.

The import format

Columns: date, type, amount, currency, account, category, note. An account with exactly that name has to exist already — the app does not create accounts from the file, because it cannot know their currency or opening balance. Categories do get created.

Limits per run: up to two thousand rows and a file no larger than two megabytes. A year of spreadsheet history usually fits in one file; if it does not, load it year by year.

If something did not go in

The app does not stay quiet and does not half-load in silence. At the end it says how many transactions went in, how many rows were skipped and how many categories it created, and for each skipped row it shows the line number and the reason: a date it cannot read, an amount it cannot read, or no account by that name.

Fix those rows in the file and load it again — what went in already will not double up if you remove it from the file.

The data is yours

The export is available at any moment and costs nothing. That is not goodwill but the condition of an honest deal: an app you cannot leave with your own numbers is not keeping you by being good.

What a spreadsheet does better, what it does worse, and when moving is worth it — a spreadsheet or an app for budgeting.