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Import & Export Formats

Finly avoids vendor lock-in by providing data import and export pipelines for spreadsheets, encrypted backups, and PDF reports.

1. Universal CSV Transaction Import

For institutions not yet supported by Woob or for historical archives exported from online banking portals, Finly includes a flexible CSV import modal:

  • Delimiter Auto-Detection: Automatically detects commas (,), semicolons (;), or tabs (\t).
  • Flexible Column Mapping: Maps statement columns interactively to Finly data fields:
  • Date column (supports DD/MM/YYYY, YYYY-MM-DD, DD.MM.YYYY)
  • Label / Description column
  • Amount column (supports negative and positive values, or separate Debit/Credit columns)
  • Decimal format detection (handles French commas 12,50 and international dots 12.50)
  • Automated Rule Application: Newly imported CSV transactions are automatically processed through the Categorization Rules Engine.

2. Encrypted JSON Backup & Restore

Users can take complete snapshots of their financial environment from the Paramètres (/compte) page:

Backup Scope

The exported JSON archive includes: - All bank accounts and institutions (excluding raw banking passwords for security) - Historical transaction ledger and user classification flags - Budget envelopes and historical limits - Project goals and real estate acquisition milestones - Custom categorization and merchant normalization rules - Investment holdings and stock PRU records - Loans, credit lines, and amortization parameters

Restoration Workflow

  1. Navigate to Paramètres -> Sauvegardes & Restauration.
  2. Select the exported .json backup file.
  3. The backend imports the payload within an isolated SQLite transaction block, preserving relational integrity and re-mapping identifiers if necessary.

3. Spreadsheet Export (Excel .xlsx)

Users can export transactions and portfolio balances into multi-sheet Microsoft Excel spreadsheets:

  • Ledger Sheet: Complete historical transactions with dates, amounts, categories, subcategories, accounts, and tags.
  • Summary Sheet: Category breakdowns, total spending, and monthly savings rates.
  • Compatible with Microsoft Excel, Apple Numbers, LibreOffice Calc, and Google Sheets.

4. PDF Budget Summary Export

Generate print-ready monthly financial reports directly in your browser:

  • Built with jsPDF.
  • Summarizes category limits, actual consumption, percentage ratios, and cash flow balance.
  • Completely client-side: financial records are never transmitted to external PDF rendering web services.