CSV and spreadsheets

To read your records in Excel, Numbers or any other spreadsheet program, take them out as a CSV file, or keep a copy of them in a Google spreadsheet. Both cover the space that is open.

Where to find it

Go to Settings, Data, and open the line Take the data to another program, which stays closed until you click it. Inside are Backup of every space (only when you have more than one space, see Backup and restore), Records as CSV and Mirror into a Google spreadsheet.

Download the records as CSV

1. Open the space whose records you want, from the space menu in the header.
2. Go to Settings, Data, and open Take the data to another program.
3. In Records as CSV, press Download CSV.

Your browser downloads a file named like cofre_lancamentos_20260925.csv, with one line per record. It works in browser mode and on a server.

What the file holds

1. Every record of the space, from the oldest date to the newest, transfers and planned records included. Deleted records are left out.
2. Fourteen columns, with headers in the language of the interface: Date, Description, Amount, Currency, Kind, Status, Account, Destination account, Card, Category, Priority, Notes, Invoice and Installment. Kind says Expense, Income or Transfer, and Status says Happened or Coming.
3. Amounts carry their sign: an expense is negative, income and transfers are positive. They are always written the Brazilian way, as in -1.234,56, whatever the language of the interface.
4. Dates are written year first, as in 2026-09-25. Invoice holds the month of the card invoice a purchase belongs to, and Installment a fraction such as 3/10.
5. Columns are separated by semicolons, and the file starts with a mark that tells the spreadsheet the text is UTF-8, so accents come out right.

If the amounts come out as text

A spreadsheet set up for Brazil opens the file as it is. If yours uses a point for decimals, open the file through its import option and say that the separator is a semicolon and the decimal mark is a comma.

Mirror the records into a Google spreadsheet

The mirror writes the records of the open space into a spreadsheet in your Google account, as the same table the CSV holds.

Cofre Ink does not sign in to Google for you. Before you start, get from Google an access token for the Google Sheets API that is allowed to edit your spreadsheets.

1. Go to Settings, Data, and open Take the data to another program.
2. Paste the token in Token of the Google account.
3. Leave Spreadsheet identifier empty the first time.
4. Press Mirror now.

A spreadsheet named after the space, such as Cofre: Personal, is created in that Google account with a tab called Cofre, and the screen shows Done: followed by its address. From then on Spreadsheet identifier fills itself in, and every press of Mirror now clears the Cofre tab and writes it again from the start.

Good to know

1. The mirror goes one way. Whatever you change in the sheet is overwritten the next time and never comes back. To bring data in from a spreadsheet, save it as XLSX or CSV and use the import.
2. Nothing is mirrored on its own: the sheet is as recent as your last press of Mirror now.
3. The token and the identifier are kept in this browser only. The records go from your browser straight to Google, never through a server of the project.
4. A token from Google does not last forever. When Google refuses it, get a new token and paste it in.
5. The mirror has been tested only against a stand in for Google’s service, not against a real Google account.
6. The CSV and the mirror cover only the open space. For every space at once, the one format is the JSON file of Backup of every space.
7. No XLSX file is written.
8. For a report on paper or as a PDF, use Print on the Reports screen. See Reports.

Related pages: Backup and restore, A copy elsewhere, and a second device.