Spreadsheet Export

Export your data to Excel spreadsheets for backup, analysis, or sharing with business partners.

Exporting Your Data

  1. Click "File > Export As..."
  2. Select the "Spreadsheet (XLSX)" tab
  3. Set a date range to filter which records to include
  4. Select which data categories to export
  5. Choose your preferred currency for the export
  6. Click "Export" and select a location to save your file

Currency Conversion

When exporting, you can choose any of the supported currencies. The system will:

  • Convert all monetary values to your chosen currency using historical exchange rates
  • Display values with proper currency formatting
  • Add a note at the top indicating which currency is being used
Multi-Item Transactions: Transactions with multiple items are exported with the main transaction details on the first row, and additional items on subsequent rows with empty transaction ID cells.

Chart Export

Charts from the Analytics Dashboard can also be exported to Excel with full data:

  1. Right-click any chart in the Analytics Dashboard
  2. Select "Export to Microsoft Excel"
  3. Choose a save location
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