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Import and Export: CSV and PDF

Money Owed Pro can import transactions from a CSV file and export an account as CSV or PDF. Import and export use the account's existing currency; Money Owed does not perform currency conversion.

CSV Import

Requirements

  • Money Owed Pro
  • A writable account
  • One UTF-8 .csv or plain-text file
  • One of the supported column separators: comma, semicolon, or tab

Files that are not valid UTF-8 text are rejected.

Open Import Transactions

  1. Open a writable account.
  2. Choose More > Import CSV.
  3. Choose the CSV or plain-text file to import.
  4. On the Import Transactions screen, review Column Separator under File.
  5. Set First Row Contains Column Names.
  6. Under Date and Time, choose a Date Format and Time Zone.
  7. Under Columns, map each field or choose Do Not Import for an unused optional field.
  8. Review the first rows in Preview.
  9. Choose the import action showing the number of transactions, such as Import N Transactions.

Required columns

Map these fields:

  • Description
  • Amount
  • Date

These fields are optional:

  • Balance (optional)
  • Notes (optional)
  • Currency (optional)

Money Owed checks the optional Balance column for errors but does not use it to set the account balance. The balance is recalculated from the imported transactions.

Date Format and Time Zone

Date Format offers Automatic, 2026-08-24T14:30:00Z, 2026-08-24 14:30:00 (UTC), 2026-08-24, Month/Day/Year, Day/Month/Year, and Seconds since January 1, 1970.

Time Zone defaults to UTC. You can instead choose Current Time Zone or an option under Named Time Zones. The selected time zone applies only to dates that do not already include one.

Import rules

  • All rows must be valid. Money Owed does not import only valid rows from a mixed file.
  • The preview displays the first 20 rows and reports the remaining count.
  • Imported rows become regular transactions.
  • The destination account's currency is always used.
  • If a Currency column is provided, every value must match the destination account currency.
  • Decimal amounts use a period and cannot contain grouping separators.
  • No exchange-rate conversion is performed.

Common errors include a missing Description, Amount, or Date mapping; an empty description or amount; an amount or date that cannot be read; a currency that does not match the account; and an invalid time zone.

CSV Export

Open an account and choose More > Reports > Export CSV. CSV export requires Pro. A Pro user can export a report for a read-only shared account when the report action is available.

The default filename is Money Owed - [account display name]. Exported fields are:

  • name
  • change
  • date
  • balance
  • notes
  • currency

Rows are chronological. Dates are ISO 8601 UTC dates. Changes and running balances use your perspective and the account currency. Attachments are not included in the CSV.

PDF Statement

Open an account and choose More > Reports > Export PDF. The PDF is titled MONEY OWED and Account Statement. It includes:

  • Current Balance
  • DATE
  • DESCRIPTION
  • CHANGE
  • BALANCE
  • One-line notes where available
  • The statement creation date and Page N of N

Statements use newest-first order and place up to ten transactions on each page. Attachments are not included. A very large balance can prevent the statement from being created.

Import and Export Troubleshooting

  • Confirm Pro access is active and restore purchases if the actions are unavailable.
  • Confirm the account is writable for CSV import.
  • Use UTF-8 text and choose comma, semicolon, or tab for Column Separator.
  • Map Description, Amount, and Date under Columns.
  • Check date format, time zone, decimal punctuation, and currency values.
  • Remember that the optional Balance column does not override the balance calculated from imported transactions.