Importing and exporting your figures

On the Finance page, the Import / export button brings a spreadsheet of transactions in, or takes your figures out for an accountant.

The menu above has two choices.

Importing transactions

Import transactions takes a spreadsheet — a bank export, a letting agent's statement — and reads the rows into your finance records.

You map the columns once (date, amount, description), review what it found, and nothing is saved until you have checked it.

It is the fast way to bring in a year of history rather than typing each line.

Exporting your figures

Export takes everything the page shows — income, costs, by property and category — out as a file your accountant can open. It is the same data behind your tax estimate, so there is no reconciling two versions.

If an import looks wrong

• Columns mismatched? Go back to the mapping step and line them up; the preview updates before anything is committed.
• Duplicates after importing? If the same statement is imported twice, the rows come in twice. Delete the duplicate import rather than editing each line.