Data Export & Import
Seamlessly manage your financial data with powerful export and import tools. Export to CSV with advanced filters, import via validated Excel templates, and enjoy complete backup solutions with cross-device migration capabilities.
Data Management Scenarios
Complete Data Backup
Create comprehensive backups of all your financial data with customizable export options. Choose specific date ranges, categories, and data precision levels for complete peace of mind.
Cross-Device Migration
Seamlessly transfer your financial data between devices or when upgrading to a new phone. Our migration tools ensure no transaction history is lost during the transition.
Spreadsheet Integration
Export your data to work with Excel, Google Sheets, or other spreadsheet applications. Perfect for detailed analysis, tax preparation, or sharing with financial advisors.
Bulk Data Import
Import large amounts of historical data using our validated Excel templates. Perfect for migrating from other apps or adding past financial records in bulk.
Core Features
Advanced Filtering
Export data with precise filters including date ranges, categories, amounts, and custom criteria. Choose data precision levels and formatting options.
Data Validation
Import with confidence using our comprehensive validation system. Row-level error reporting and data type checking ensure accuracy.
Privacy & Security
All data processing happens locally on your device with end-to-end encryption. Optional cloud backup with privacy protection.
Multi-Format Support
Compatible with CSV, Excel, and JSON formats. Works seamlessly with popular spreadsheet applications and financial tools.
Usage Guide
Choose Export Options
Select your desired export format (CSV, Excel, JSON), apply filters for date ranges and categories, and configure data precision settings to match your needs.
Download & Process
Generate your export file with all selected data. Files are processed locally on your device for maximum security and can be saved to your preferred location.
Import with Validation
Use our Excel templates for importing data. The system validates each row, reports errors with suggestions, and safely imports valid records while flagging issues for review.
User Testimonials
"The export feature is incredibly powerful! I can filter my data exactly how I need it for tax season. The CSV files work perfectly with my accountant's software."
"Migrating from my old expense app was seamless! The import validation caught a few formatting issues and helped me fix them. No data was lost in the process."
Enhanced FAQ
Is there a sample Excel template available?
Yes! You can download a pre-formatted Excel template directly within the app. The template includes all required columns, data validation rules, and examples to ensure successful imports.
Will importing data overwrite my existing records?
No, imports are additive and safe. Our system detects potential duplicates and allows you to review them before adding. Existing data remains untouched during the import process.
Can I export data for specific categories or time periods?
Absolutely! Our advanced filtering system allows you to export data by specific categories, custom date ranges, amount thresholds, and other criteria for precise data management.
What file size limits exist for imports and exports?
There are no strict file size limits for exports. For imports, we recommend files under 10MB for optimal performance, though larger files are supported with progress indicators.
How secure is my data during export and import operations?
All operations are performed locally on your device with end-to-end encryption. Data never leaves your device unless you explicitly choose cloud backup, which uses industry-standard security protocols.
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