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Export

Finances lets you export your transactions as a CSV or report 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.

Export as report, if you want to get a detailed overview over your transactions for every account. A report is exported as a PDF or HTML file.

Here are examples of a CSV and report file.

Export transactions

  1. Choose FileExport…
  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…
  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

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