Import and export

Bluecoins can import your transaction history from a file and export your reports so you can share, archive, or analyze them elsewhere. Import and export live under Settings → Data.

Importing: CSV and QIF

Two file formats are supported: CSV and QIF. Both go through the same pipeline — read the file, validate each row, map it to a transaction, and save — and both show a progress screen while they run.

Step-by-step: importing a CSV

1. Download a template (below) and open it in Excel, Google Sheets, or any spreadsheet app.
2. Replace the sample rows with your own transactions. Keep the header row exactly as it is — the column order and names are what the importer recognizes.
3. Save the file as CSV — in Excel, File → Save As → CSV (Comma delimited). The file must be plain CSV, not an Excel workbook (.xlsx).
4. In Bluecoins, go to Settings → Data → Excel (.csv).
5. Pick the file from your device.
6. Choose the import options (see below) and confirm.
7. Review the result — the app shows how many rows imported and any per-row errors. Fix the failing rows in the file and import again; successful rows are already saved.

CSV templates

Two templates are recognized and detected automatically from the number of columns in the header row. Download the one that fits your data:

• Standard template (12 columns) — Type, Date, Item or Payee, Amount, Parent Category, Category, Account Type, Account, Notes, Label, Status, Split. Use this when all amounts are in your home currency.
• Advanced template (14 columns) — the same columns plus Currency and Conversion Rate, for files with foreign-currency amounts.

Each template also comes in a with-time version whose sample rows include a time in the date column (for example 7/6/2019 14:30).

The standard template opened in a spreadsheet looks like this:

And the advanced template adds the currency columns:

Filling in the columns

Each row carries the same information a transaction form holds:

• Type — e expense, i income, or t transfer.
• Date — the transaction date; a time can be included as a suffix (for example 7/6/2019 14:30); date-only values default to midnight.
• Item or Payee — the transaction name or payee.
• Amount — the amount as a number. Expenses are imported as negative and income as positive regardless of the sign in the file (see Ignore amount sign below).
• Parent Category / Category — the category group and the category under it. Unknown categories are reported as errors.
• Account Type / Account — for example Bank, Cash, or Credit Card, and the account name under that type.
• Notes — free text (optional).
• Label — space-separated label names (optional).
• Status — C cleared, R reconciled, V void (optional).
• Split — consecutive rows marked with s are grouped into one split transaction.
• Currency / Conversion Rate (advanced only) — a three-letter currency code (for example USD, PHP) and the rate to convert the amount to your home currency.

Transfers are two consecutive rows: the sending row with a negative amount and the receiving row with a positive one — the importer pairs them into a single transfer. If the second row is missing, the transfer row is imported as a regular transaction.

Import options

Before importing a CSV you choose three options:

• File encoding — the character set the file was saved in.
• Date format — automatic detection (many common formats tried in order) or a specific pattern.
• Ignore amount sign — on by default: expenses are imported as negative and income as positive regardless of the sign in the file. Turn it off to honor the file’s own signs, which lets you import refunds (a negative amount on an expense) or reversals correctly.

Errors are per-row, not all-or-nothing

A file with a bad date, an unknown account, an unparseable amount, or an unmatched category does not fail the whole import. Successful rows are saved and the app reports per-row error counts (wrong date format, unknown account type, unknown account, unknown category, invalid amount, unknown currency, failed transfer pairing), so you can fix only the failing rows and import again.

Exporting: PDF, Excel, HTML, or print

Reports in Bluecoins can be exported from the report screens. The export dialog offers:

• PDF — a printable document (or send it to a printer directly).
• Excel (.csv) — spreadsheet-friendly CSV.
• HTML — a formatted document that opens in any browser.

The same dialog handles printing. The report types covered include transactions, budget, balance sheet, net earnings, labels, payees, account and category timelines, and periodic (date-range) reports. See the transactions guide for what the exported entries look like, and the reconcile guide for how imported status values (cleared/reconciled) fit into matching your bank statement.