Export to Excel

Data Export

You can export your records to an XLSX (Microsoft Excel) file for detailed analysis, reporting, or accounting.

How to Export

1. Go to the Expenses section
2. Set filters if needed (currency, period, categories, type)
3. Click the Export button (download icon)
4. The file will download automatically

Tip

Export respects all active filters. If you want to export only expenses for January in rubles - set the corresponding filters first.

File Contents

The exported file contains:

• Date and time
• Record type (Fact, Plan, Transfer)
• Category
• Name
• Amount
• Currency
• Notes

Limitations

• Maximum 5,000 records per export
• If there are more records, narrow the date range using filters