Export to Excel

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Authentication

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Query Parameters

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Response

• Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
• File Name: movimientos.xlsx
• Max Records: 2,000 transactions (most recent first)

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Excel Format Details

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Worksheet Structure

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Columns

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Styling

• Header Row: Bold white text on dark slate background (#1E293B)
• Data Rows: Standard formatting with numeric amounts

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Example Request

curl -X GET "https://api.yourfinanceapp.com/api/reports/export?accountId=account_123" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -o transactions.xlsx

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Example Request (All Accounts)

curl -X GET "https://api.yourfinanceapp.com/api/reports/export" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -o all_transactions.xlsx

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Use Cases

• Data Backup: Download complete transaction history for archival purposes
• External Analysis: Import into accounting software or spreadsheet tools
• Tax Preparation: Export annual transactions for tax filing
• Budget Planning: Analyze spending patterns in Excel pivot tables
• Reconciliation: Compare exported data with bank statements

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Implementation Details

• Proper column widths for readability
• Professional header styling
• Numeric formatting for amounts
• Optimized memory usage for large datasets

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Performance

• Query Limit: 2,000 most recent transactions
• Ordering: Descending by date (newest first)
• Filters Applied: Excludes soft-deleted transactions (deletedAt IS NULL)

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Notes

• Amounts are stored as numbers (not strings) for Excel calculations
• Categories and accounts default to ”-” when not assigned
• Currency field shows the transaction currency or account’s default currency
• File downloads immediately without requiring additional API calls