Export

Finances lets you export your transactions in reports or as a CSV file.

Export as CSV file, if you want to transfer transactions to financing or spreadsheet apps (e.g. Numbers or Excel). Exporting as CSV file may cause loss of information, because Finances is based on double-entry bookkeeping and a CSV file is based on single-entry bookkeeping. Therefore a CSV file is not a proper backup – see backup.

Here is an example of a CSV file.

Export as a report, if you want to get a detailed overview over your transactions for specific accounts and a specific period. Finances exports the following reports.

• Income and expense statement
• Balance report
• Trial balance
• Transaction report

Show more →

Export transactions

Mac

1. Choose File → Export…
2. Configure the settings and click Next…

Export month, quarter or year

1. In the list of transaction and scroll to the month, quarter or year
2. Position the mouse cursor over the headingn name and click the sharing button at the right side
3. Configure the settings and click Next…

iOS

1. Navigate to the journal overview screen
2. Tap ●●● under Transactions and choose Export
3. Configure the settings and tap Next

Export month, quarter or year

1. Navigate to the list of transaction and scroll to the month, quarter or year
2. Tap ●●● next to the period name and choose Export
3. Configure the settings and tap Next