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.

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.

CSV templates

Two templates are recognized and detected automatically from the number of columns in the header row:

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

Each row carries the same information a transaction form holds:

• Type — e expense, i income, or t transfer.
• Status — C cleared, R reconciled, V void.
• Split — consecutive rows marked with s are grouped into one split transaction.
• Labels — space-separated label names.
• Time — a time can be included as a suffix in the date column (for example 7/6/2019 14:30); date-only values default to midnight.

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.

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.