Export to Excel
How to download a month of movements as a .xlsx file, or your whole account as a JSON/CSV export or an encrypted backup
CaliMoney exports one month at a time as an Excel (.xlsx) file: the totals for each category, plus every individual movement behind them. Settings → Account also offers a full-account export covering everything, in one tap.
How to export
Tap More in the bottom bar, then Archive.
Months are grouped by year, each showing its number of movements, income and expenses. Tap a year to expand or collapse it — the current year starts expanded.
Tap the month you want. The file is generated in the browser and downloaded automatically as month-year.xlsx (for example 3-2026.xlsx).
File structure
| Sheet | Content |
|---|---|
| Summary (named after the year) | One row per category, grouped by type — each parent followed by its subcategories, with a Parent category column — with the month's total. A deactivated category appears only if it has movements that month. Hover or tap a total to see a note listing each movement's amount and description |
| Movements | One row per movement: date, type, category, parent category, description, amount, currency and tags — ready to sort, filter or pivot |
| One sheet per account | Only with two or more accounts: every movement, transfer and balance adjustment on that account in the month, signed from the account's side (money in positive, money out negative) |
Transfers and balance adjustments are never income or spending, so they appear only on the account sheets, not in the summary. The CSV export adds account and to_account columns, and a tags column (several tags separated by ; ).
Column headers follow the app language. Amounts use the currency you picked in Settings → Currency.
The export reads the movements stored on this device, so it works offline and includes movements still waiting to sync. Movements added on another device appear once this device has synced them.
If encryption is active, movements are decrypted in memory before export. The downloaded Excel file is not encrypted: store it securely.
Full account export & backup
Settings → Account → Export your data downloads everything in one tap — movements, categories, recurring templates and settings — not just one month.
Go to Settings → Account and open the Export your data section.
Pick a format: Full export (JSON) for portability or moving to another app; Encrypted backup (JSON), password-protected, best for keeping as a backup; or Movements (CSV) for spreadsheets.
For the encrypted backup, choose a passphrase (at least 8 characters). It is independent of your encryption passphrase, if you have one — write it down somewhere safe. CaliMoney keeps no copy of it, so a lost passphrase makes the backup unrecoverable.
Like the Excel export, this reads only what's stored on this device — it works offline and includes movements still waiting to sync.
This satisfies the right to data portability (GDPR Art. 20): everything you've entered, in a machine-readable format, whenever you want it.
The plain JSON and CSV files are not encrypted — store them securely. The encrypted backup file is safe to store anywhere, but only your passphrase can open it again.
Back up to your cloud
Snapshots and exports you forget to move stay on the phone — lose the phone and they go with it. Settings → Account → Back up to your cloud keeps an encrypted copy in your own Google Drive, OneDrive or iCloud Drive. CaliMoney never connects to your storage, never sees the file and keeps no copy: your browser hands the file over.
Go to Settings → Account → Back up to your cloud and choose how:
- Save to a folder (Chrome and Edge on a computer): pick a folder your Drive, OneDrive or iCloud Drive app syncs. A backup is written there every week, automatically, named
calimoney-auto-backup-<date>.json; the newest four are kept and nothing else in the folder is touched. - Save with the share sheet (iPhone, iPad, Android, Safari on Mac): once a month the dashboard offers Back up now — tap it, then Save the backup, and pick Drive, OneDrive or Files → iCloud Drive.
Choose a backup passphrase (at least 8 characters) and type it twice. It is separate from your encryption passphrase, and it is the only way to open your backups.
What to know:
- Every backup is encrypted with the backup passphrase, whether or not end-to-end encryption is on. The device keeps a key that can write new backups but cannot open old ones.
- A failed backup tells you. If a weekly backup cannot be written — for example the browser asks again for permission to use the folder, or the folder was moved — a card on the dashboard says why and when the last good backup was, with Back up now to fix it. It keeps coming back until a backup succeeds or you turn the feature off.
- On a computer, Chrome may ask again for access to the folder after you close it; choose Allow on every visit so weekly backups run on their own.
- Each device is set up on its own, and logging out turns it off on that device. Files already in your cloud stay there.
- To restore, open the file from Restoring a backup on any device and enter the backup passphrase. On Android a shared backup may be saved as
.txt— choose it all the same.
If you forget the backup passphrase, no backup can be opened — CaliMoney has no copy of it.
Restoring a backup
Settings → Account → Restore a backup or recover deleted movements merges a backup file back into your account — the way back from an accidental delete.
Go to Settings → Account and tap Restore a backup or recover deleted movements, then choose a file under Restore a backup. To bring back something deleted without a file, see Recover deleted movements.
Choose the backup file. If it is an encrypted backup, enter its passphrase.
Check the preview: it counts what will be added and what is already here, then asks you to confirm.
Nothing is ever deleted or overwritten. A restore only adds what is missing, so restoring the same file twice changes nothing the second time. Rows already on this device are recognised by their content — date, amount, description, type and category — so a backup restored after your data has already synced back from the cloud will not create duplicates. Subcategories come back under their parent; a category you have since moved under another one is recognised by its name and left where it is.
Two details worth knowing:
- Recurring movements come back on a recomputed schedule. A backup's next due date is never replayed, so an old file cannot suddenly generate a year of missed payments. A series whose next occurrence would already have passed comes back paused, and one past its end date comes back ended.
- Settings are only restored if you tick the box — currency, language, and notification and AI preferences. Your encryption passphrase and status are never touched by a restore.
Recover deleted movements
CaliMoney keeps an automatic snapshot of your data on this device once a week, and keeps the last four. If you delete something by mistake, you can bring it back without ever having exported a file.
Go to Settings → Account and tap Restore a backup or recover deleted movements.
Under Recover deleted movements, pick the date of a snapshot taken before the mistake.
Check the preview — for example "12 to add · 40 already here" — then tap Recover and Confirm.
What comes back and what doesn't:
- Only missing items come back. Movements, categories and recurring movements that are no longer here are added again. Edits made since the snapshot are kept — a recovery never undoes a change and never deletes anything.
- Settings are not restored from a snapshot.
- Snapshots stay on this device. They are not uploaded, and they are deleted when you log out or clear local data. To keep a copy somewhere else, turn on Back up to your cloud or use the full account export.
- Works offline. Snapshots are taken and restored without a connection.
With encryption on, snapshots are encrypted with your passphrase's key and can only be opened while the app is unlocked. Changing your passphrase, or turning encryption on or off, starts the snapshot history again. With encryption off, snapshots are stored on the device without encryption, like the rest of your local data.