CSV Export

Export your financial data as a ZIP file with separate CSV sheets for transactions, products sold, orders, stock updates, and a bookkeeping summary.

You can now export your financial data directly from the Bookkeeping section.

The new CSV Export page is available in the sidebar and generates a ZIP file containing five focused CSV sheets:

  • transactions.csv — every transaction in the selected date range, including type, consumer, product, amount, and balance changes
  • products-sold.csv — revenue and units sold per product, with current stock and pricing
  • orders.csv — bulk orders and miscellaneous inventory entries
  • stock-updates.csv — inventory log changes per product
  • bookkeeping-summary.csv — full financial summary for the period: income, expenses, write-offs, net profit, and balances

You can filter exports by date range (with presets like This Month, Last Month, This Year), specific consumers, balance state, consumer status, and products. All CSVs use UTF-8 BOM for seamless Excel compatibility.