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CSV Export

CSV Export

The CSV Export page lets you download your financial data as a ZIP file containing focused CSV spreadsheets. It is accessible from the sidebar under Bookkeeping.

Filters

Date Range

Pick a preset or set a custom start and end date:

  • This Month — from the 1st of the current month to today
  • Last Month — full previous calendar month
  • This Year — from January 1st of the current year to today
  • Last 30 Days — rolling 30-day window
  • All Time — no date restriction

Custom dates override any active preset. Default: This Month.

Consumers

  • Consumer select — choose specific consumers or leave all selected to include everyone
  • Balance State — filter by Positive, Zero, or Negative balance; all three selected by default
  • Consumer Status — Active, Archived, or Deleted; defaults to Active only

At least one Balance State and one Consumer Status must be selected to enable the export.

Products

Choose specific products or leave all selected to include every product in the transaction and stock data.

ZIP Contents

The downloaded file is named bookkeeping-export-{start}-to-{end}.zip and always contains five CSV files:

  • transactions.csv — every transaction matching your filters: date, type, consumer, product, amount, balance before and after, top-up method, and status
  • products-sold.csv — revenue and units sold per product within the date range, plus current stock and prices
  • orders.csv — bulk orders and miscellaneous inventory entries within the date range
  • stock-updates.csv — inventory log changes per product: quantity change, cost per unit, and notes
  • bookkeeping-summary.csv — financial summary for the period: income, expenses, write-offs, net profit, consumer balances, team account balance, and stock value

All monetary columns include a currency indicator (EUR/USD/GBP). Dates are formatted as YYYY-MM-DD HH:mm.

If a filter combination produces no matching rows, the CSV file is still included with just the header row.

Notes

  • All CSVs use a UTF-8 BOM so they open correctly in Excel without re-encoding.
  • The export runs server-side — large date ranges may take a few seconds.
  • If the export button is disabled, check that at least one Balance State and one Consumer Status is selected.