Exporting household data to CSV or Excel

Export household transactions, budgets, net worth, and investment records to CSV or Excel (XLSX) with filters and date context, and keep exported files private.

Plans: Personal plans (prelaunch)
Availability: Rolling out in prelaunch
For: Personal
In KontoCore: Personal → Settings → Export · Export button on supported Personal views

What this does

Exports include the household name, filters, date range, and generated-at time. Categories, transfer flags, and source references are included so files stay explainable.

How to

Export

1Open the view or Personal → Settings → Export.
2Choose data set, date range, and CSV or XLSX.
3Download.

Privacy

Exported files leave KontoCore’s access controls. Store and share them carefully.
Members can export only data their access scope allows. Full account or tax ID numbers are not included.

Corrections, voids, and reversals

Correct records and export again; earlier files aren’t updated.

Audit trail

Exports record who exported what and when.

Availability and provider notes

Built – unverified: this workflow exists in the prelaunch product but has not yet completed human certification. Review results before relying on them.
KontoCore Personal and WealthKraft organize your own records. They do not give investment, tax, or financial advice and do not place trades or move money.

Permissions

Household owners and members with edit access can change records; view-only members and trusted helpers see only what their scope allows.

What happens in your books

Exports are copies and never change your records.

Common mistakes

Re-importing an export as new data, creating duplicates (the importer flags matching rows).

Importing Excel (XLSX) and CSV into PersonalBring a household spreadsheet into KontoCore Personal: choose a sheet, map columns, preview, remove duplicates, commit, and safely re-import updated files.Household cash-flow trendsSee household money in and money out by month, with transfers excluded and valuations kept separate, and drill into the transactions behind each figure.Tax readiness and checkupsGather tax documents, check that receipts and categories are complete for the year, and run household checkups — preparation, not tax filing or advice.

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Last reviewed October 6, 2026