Export des opérations au format CSV ou XLS | Fonctionnalités

Export transactions in CSV or XLS format

realized

Neon green Coral

In order to be able to add the transactions of my Helios account to my accounting software (Firefly III), I need to be able to export in CSV format.

March 12, 2021

Camille LE MEUR

marked this post as

realized

Good morning,

You can now choose CSV or PDF for your monthly statements. Find this feature in the filter on the transactions page.

Significant Platypus

Camille LE MEUR: Wouhouuuuuu merci !!! Ca va me changer la vie ! #IloveHelios

Literary Angelfish

Hello, I see that this feature is now “scheduled”... Perfect! Do you have an estimated date? Thanks in advance!

Aquamarine Iguana

Literary Angelfish: I just updated and the feature is now available:)

Literary Angelfish

Aquamarine Iguana: Thanks!

Maeva Courtois

marked this post as

planned

Regular Partridge

Like the others: we track our various accounts on a spreadsheet.
It's a real concern for us. And not too hard to develop:)
Thanks!

Important Bear

I am also looking for this possibility because I manage my various budgets on a spreadsheet. And now I'll have to copy/paste each line 😕

Required Chicken

I agree with the other comments, for me it is not possible to do my accounts without an excel spreadsheet. In addition, the current format, a multi-page pdf, without any categorization is not suitable. A text file in the form of a table or the possibility of filtering by category in the app would have been a minimum. It's a really blocking point for me.

Literary Angelfish

Hello Helios! For me it is also an essential feature. This will inevitably affect the fact that I keep this account for the long term... Can you tell us where you are? Thanks in advance!

Honeydew Ocelot

Same, I need a csv export. Ideally, you should be able to download the lines with the expenditure date as the main filter. The lines should contain in the CSV file in the following order: the date/the amount/the category

Florian

Merged in a post:

downloading operations in csv or xls

Significant Platypus

I may be one of the few people who still follow their accounts but I really need to be able to copy and paste my banking transactions into a spreadsheet, without having to retype everything by hand! The presentation of the current pdf statement does not allow you to use this method either. Thanks in advance for this valuable feature!

January 19, 2022

Deep taupe Gecko

Budgetbackers walletapp csv xls

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