Koala Docs

Bill Export Guide ​

📋 Overview ​

You can export bills as a CSV file for backup, or to migrate them to another bookkeeping tool.

⚠️ Membership feature: Bill export requires a membership. Free users can learn about it and subscribe on the membership page — see the Membership Guide for details.

🚀 How to Export ​

  1. Open Expense Tracker: Koala and go to “Settings”
  2. Find and tap “Bill Export”
  3. Set the export options as needed:
    • Time range: choose the start and end dates to export
    • Specific account: export bills for only one account (optional)
    • Specific ledger: choose the ledger to export
  4. Tap “Export” in the top-right corner
  5. Koala generates a CSV file and opens the system share/save sheet, so you can save it locally or send it to another app

📄 Export Format ​

  • Currently only CSV export is supported
  • Exported columns: Transaction Date, Transaction Type (expense/income), Parent Category, Child Category, Income Amount, Expense Amount, Account, Tags, Remark
  • The date format is yyyy/MM/dd, consistent with the template import headers, so the exported file can be re-imported via “Template Bill Import”

📝 Note: The export uses headers in the current app language; you can open it directly in spreadsheet software (such as Excel / Numbers) or save it as Excel.

⚠️ Notes ​

  • Deleted bills are not exported; the split container (original bill) is not exported — only the sub-bills after splitting are exported
  • Refund records are exported with a negative amount; reimbursement deposits are exported as an income record
  • If you don’t specify a “Specific account”, bills for all accounts in the selected ledger are exported

🔧 FAQ ​

Q1: Why is the export CSV instead of Excel? ​

Currently only CSV export is provided. CSV can be opened directly by most spreadsheet software, and can also be saved as Excel.

Q2: What determines the export range? ​

It is determined by “time range + specific account + specific ledger”; if no time range is selected, all bills in that ledger are exported.

Q3: Can the exported file be imported back? ​

Yes. The export headers are consistent with the “Template Bill Import” headers, so you can re-import it following the Template Bill Import Guide (review it on the preview page before importing to avoid duplicate data).

Last updated: September 2026