The CSV export allows you to export all existing transactions of the currently selected budget book as a CSV file. In this article, you will learn how the CSV export works and how you can fix typical errors.
Export a CSV File
- To export a CSV file, open the app and navigate to “Settings” => “Data” => “Synchronization and Data” in the settings. There you will find the “CSV Data” section at the bottom where you will find both the import and the export.
- After you have clicked on “Export”, a share sheet will open in which you can either send the CSV file by email, text, etc. or save it to the files app.
Info
Currently only transactions of the active budget book are exported. However, in a future update it will be possible to configure the export so that, for example, all transactions of all budget books or only of certain accounts in a certain time period are exported (see feature request).
Limitation
Because the CSV export is purely text-based, your attached images and documents will not be exported.
Troubleshooting
- Normally there should be no errors when exporting CSV. However, if you receive an error message, feel free to contact the support within the app (“Contact Developer” button in the alert). Please be sure to keep the screenshot attached, as it helps to reproduce and investigate the bug further.