Export wizard

Feature available in Home and Pro editions Feature available in Home and Pro editions Feature available in Home and Pro editions

You can export transactions from Personal Finances to txt or CSV files.
Open export wizard


File tab

  • First, choose time interval to export transactions.
  • You can specify file name and location by pressing "Browse" button. Default location is "Data" folder in program home folder (e.g. "C:\Program Files\Personal Finances\Data\").
  • You can choose or specify custom separator symbol for data fields. Default separator (tab) is well suitable for most cases.

Export window, transactions tab


Transactions tab

  • Select Account and Transactions type to export. If you choose "All", Sum field of Income transactions will be positive, Sum of Expense transactions - negative (be sure that Sum field is selected to export at the Fields tab).
  • Choose Category filter to exporting transactions of one Category only.
  • Check "Include Sub Categories" to export all transactions of selected Category and all SubCategories too.

Export window, fields tab


Fields tab

You can choose fileds to export (Sum, Price, Description and others) at this tab.
Press "Export" button to start export to specified file.