Overview
BudgetView’s export feature allows you to download your financial data for backup, analysis, or integration with external tools. All exports include both USD and VES amounts when the BCV rate is available.Exported data is personal and secure. Only you can access and download your information.
Accessing the Export Page
- Navigate to Exportar from your dashboard sidebar
- View the data summary cards showing record counts
- Configure your export options
- Download your file
Export Configuration
1. Choose Dataset
Select which type of data to export:Transacciones
What’s included:
- Transaction date
- Type (Ingreso/Gasto)
- Wallet name
- Category name
- Amount in USD
- Amount in VES (BCV)
- Description
Billeteras
What’s included:
- Wallet ID
- Wallet name
Categorías
What’s included:
- Category ID
- Category name
- Type (Gasto/Ingreso)
Presupuestos
What’s included:
- Category name
- Period (YYYY-MM-DD)
- Budget limit in USD
- Budget limit in VES (BCV)
Dataset Selection Code
2. Select Format
Choose your export file format:- CSV
- JSON
- PDF
- TXT
Comma-Separated ValuesBest for:Features:
- Excel, Google Sheets
- Data analysis tools
- Import into accounting software
- Proper CSV escaping for commas and quotes
- UTF-8 encoding
- Header row with column labels
3. Apply Filters
Refine what data to export:Transaction-Specific Filters
Select Wallet
Choose which wallet’s transactions to export:
- Todas: All wallets (default)
- Or select a specific wallet by name
Budget-Specific Filters
Universal Filter: Movement Type
Available for Transactions, Wallets, and Categories:- All (Default)
- Income Only
- Expenses Only
Includes both income and expenses.No filter applied to the query.
Export Process
Step-by-Step Flow
Column Definitions
Each dataset has specific columns:Transactions Columns
VES amounts are calculated using the BCV rate at the time of export, not the rate when the transaction was created.
Wallets Columns
Categories Columns
Budgets Columns
Data Summary Cards
The export page shows live counts for each dataset:Real-Time Counts
Shows current record counts from your database.Updates on page load.
Color-Coded Cards
Each dataset has a unique color:
- Transactions: Green (emerald)
- Wallets: Blue
- Categories: Purple
- Budgets: Amber
Best Practices
Regular Backups
Regular Backups
Export your data monthly for backup purposes:
- Select Transacciones
- Choose JSON format (most complete)
- Set date range to “This Month”
- Save to a secure location
Tax Preparation
Tax Preparation
For tax season:
- Export Transacciones
- Filter by Income Only
- Set date range to the full tax year
- Choose CSV for Excel analysis
- Open in Excel and use pivot tables
Budget Analysis
Budget Analysis
To analyze budget performance:
- Export Presupuestos for each month
- Export Transacciones for the same months
- Use CSV format
- Compare “Límite (USD)” vs. actual spending in spreadsheet
Sharing with Accountant
Sharing with Accountant
Data Migration
Data Migration
Moving to another platform:
- Export all datasets in JSON format
- Preserve complete data structure
- VES amounts may need recalculation on import
- Use IDs to maintain relationships
Advanced Use Cases
Custom Scripts
JSON exports work well with programming languages:Excel Analysis
CSV exports open directly in Excel:- Pivot Tables: Summarize spending by category
- Charts: Visualize income vs. expenses over time
- Formulas: Calculate totals, averages, trends
- Conditional Formatting: Highlight large expenses
Database Import
JSON structure maps to database tables:Error Handling
Empty Result Set
- Date range excludes all transactions
- Wallet has no transactions
- Category not used in selected month
- Movement filter excludes all records
Authentication Error
Database Query Error
Troubleshooting
VES column shows null values
VES column shows null values
Cause: BCV rate unavailable at export time.What you’ll see:
- CSV: Empty cell or “null”
- JSON:
"amountVes": null - PDF/TXT: Blank space
- Check BCV rate at top of export page
- Wait for rate to load before exporting
- USD columns always have values
File won't download
File won't download
Possible causes:
- Browser blocked download (check popup blocker)
- No data matching filters
- JavaScript error (check browser console)
- Allow popups from BudgetView domain
- Adjust filters to include more data
- Try a different browser
CSV opens incorrectly in Excel
CSV opens incorrectly in Excel
Cause: Character encoding or regional settings.Solutions:Method 1: Use Excel’s import wizard
- Open blank Excel workbook
- Data → From Text/CSV
- Select exported file
- Set “File Origin” to “UTF-8”
- Click “Load”
- Ensure Excel matches Spanish (Venezuela) settings
- Decimal separator: comma
- Thousands separator: period
PDF text is too small
PDF text is too small
Cause: Many columns on landscape page.Solution:
- Use CSV or TXT for better readability
- Or filter to fewer columns/records
- PDF works best for < 100 rows
Export button disabled
Export button disabled
Privacy & Security
Security Best Practices
Encrypt Exported Files
Encrypt Exported Files
After downloading:
- Store files in encrypted folders (e.g., BitLocker, FileVault)
- Use password-protected ZIP archives
- Don’t email unencrypted files
- Delete files after analysis if not needed
Secure Backup Storage
Secure Backup Storage
For backups:
- Use encrypted cloud storage (Dropbox, Google Drive with encryption)
- Or physical encrypted external drives
- Rotate backups monthly
- Test restore process periodically
Sharing with Third Parties
Sharing with Third Parties
Data Privacy Notes
- User ID: Not included in exports (for privacy)
- Wallet IDs: Only included in Wallets dataset (for reference)
- Category IDs: Only included in Categories dataset
- Transaction IDs: Not included (internal only)
Related Pages
Tracking Transactions
Learn how to create the data you’ll export
Creating Wallets
Understand wallet structure in exports
Setting Budgets
Review budget data before exporting
Currency Conversion
Understand USD/VES columns in exports
