Closed Florian Popescu
October 14, 2014 14:28

Hi guys. How do I export? The export functionality does not seem to work?


Comments 3

Diana / staff
October 14, 2014 14:50

Hi Florian,

If you want to export your data, you can use either of the following 2 options:

1. Click on CSV/Excel icon in the top right corner of any table report (including your Transactions list). You can also use various filters (by date, category, resource, etc) to save only the data you are interested in; or
2. Back up all your account data (transactions, categories, resources, credits, budgets, etc) by clicking on Save button on the Backup page (Settings->Backup).

Please let us know what kind of export problem you've encountered.

Florian Popescu
October 16, 2014 10:11

Hi,

Thanks for the info. I wanted to export all the data in order to reorganize my categories and resources. In the mean time I've discovered the back-up functionality. The JSON format of the backup file is very easy to use and I'll achieve what I wanted to do by backing up, editing and restoring. Thanks for your assistance. You are all doing a great job with this product. Maybe you should add a donate feature somewhere. I've integrated inexfinance in my daily life so much that I don't know how I'd manage without it. It's a great product. Congrats.

Florian

Diana / staff
October 16, 2014 11:21

Hi Florian,

We are glad that the backup feature meets your needs.
In regards to your suggestion, we'll think about it :)

Best regards!