Import & Export

Budgetzilla supports various import and export formats for data portability.

Export Options

CSV Export

Export individual data types as CSV files:

• Transactions — All transaction data
• Categories — Your category definitions
• Budgets — Budgetzilla allocations

Go to Settings > Export and select the data type to export.

Excel Export

Export all data as a single Excel workbook with multiple sheets:

1. Go to Settings > Export
2. Click Export to Excel
3. Download the .xlsx file

The workbook includes:

• Transactions sheet
• Categories sheet
• Budgets sheet
• Summary statistics

Import Options

Cashew Import

Budgetzilla supports importing from Cashew, a popular budgeting app:

1. Export your data from Cashew as CSV
2. Go to Settings > Import
3. Select Cashew CSV
4. Upload your file
5. Review the preview
6. Confirm import

CSV Import

Import transactions from any CSV file:

1. Go to Settings > Import
2. Select CSV
3. Upload your file
4. Map columns to Budgetzilla fields
5. Preview the data
6. Confirm import

Expected CSV Format

date,description,amount,category
2024-01-15,Grocery Store,-45.67,Food & Dining
2024-01-16,Salary,3000.00,Salary

Data Backup

Manual Backup

Regularly export your data to maintain backups:

1. Export to Excel (includes everything)
2. Store the file safely (cloud storage, external drive)

Automated Backup

Use Google Drive sync for automatic backups.

Migration from Other Apps

If you’re coming from another budgeting app:

1. Export data from your current app (usually CSV)
2. Use the CSV import with column mapping
3. Review and clean up categories
4. Verify transaction totals match