Import & Export

Your data is yours. Export everything at any time in standard formats. Import data from spreadsheets or restore from a previous export.

Export

Exporting is free and unlimited. Download your data whenever you want.

Full Account Export

Download a ZIP file containing CSV files with all your data - collections, tags, assets, debts, values, and cash flows. Use this for backups, migrating to a new account, or analyzing your data in spreadsheet software.

Single Asset Export

Export data from individual assets or debts in CSV or JSON format:

Values - Date, value, and currency for each recorded snapshot
Cash Flows - Date, type, value, currency, and label for each transaction
Analytics - All calculated metrics including profit/loss, returns, and performance data

Choose CSV for spreadsheet compatibility or JSON for programmatic use. Analytics export gives you access to all the calculated data NetFiscus generates from your entries.

Import

Import data from CSV files or restore a full account from a ZIP backup.

Credit Cost

Importing data costs credits, just like creating entries manually:

Data Type	Credit Cost
Asset or Debt	3 credits
Value Entry	1 credit
Cash Flow Entry	2 credits

Collections and tags are free to import.

Validation Before Import

Every import goes through two steps:

Validate - Check file format, detect conflicts, calculate credit cost
Process - Create the data (only if validation passes and you have enough credits)

This ensures you always know what will happen before committing.

Single Asset Import

Import values or cash flows directly into an existing asset or debt.

Values Format

Date	Value	Currency
2024-01-15	10000.00	USD
2024-02-15	10500.50	USD
2024-03-15	11000.00	USD

Cash Flows Format

Date	Type	Value	Currency	Label
2024-01-31	inflow	500.00	USD	Salary deposit
2024-02-01	outflow	100.00	USD	Transfer out
2024-02-15	inflow	1000.00	USD	Bonus

Smart Conflict Handling

Values: Skipped if a value with the same date and currency already exists
Cash flows: Exact duplicates (same date, type, value, currency) are automatically skipped

Full Account Import

Restore from a full export ZIP file or import data from another source. The import uses the same ZIP format as the full export.

Smart Merging

Collections and tags are matched by name and type - existing ones are reused, only new ones are created
Assets and debts are checked for conflicts (same label + collection + type prevents duplicate imports)

Download Templates

Not sure about the format? Download example CSV templates from within the app. Templates show you exactly what columns are needed and the expected format.

File Requirements

Requirement	Details
Maximum file size	5 MB
Encoding	UTF-8
Date format	YYYY-MM-DD (e.g., 2024-01-15)
Values	Decimal numbers (e.g., 10500.50)
Cash flow types	`inflow` or `outflow`
Formats	CSV for single asset import, ZIP (containing CSVs) for full account backup/restore

Archived Items

You cannot import data into archived assets or debts. Unarchive first from settings, then import.

Common Questions

Can I import from Excel?

Yes - save your Excel file as CSV first (File → Save As → CSV UTF-8).

What if I don’t have enough credits?

The validation step shows the credit cost upfront. Purchase more credits before processing if needed.

Will importing create duplicates?

The system detects and skips exact duplicates for cash flows. For values, conflicts (same date + currency) are flagged during validation.

Can I undo an import?

There’s no automatic undo, but you can delete imported entries manually. Deleting entries refunds credits based on their age (100% within 30 days, 50% after).