Migrating from other apps
Moving to Svodly from another app or a spreadsheet? You don’t need to enter your history again. Export the data from the old app to a file and import it — transactions, accounts and categories are picked up automatically. Below are step-by-step guides for popular apps.
Personal finance
- ZenMoney (Zenmoney) — expenses, income, transfers and currency exchange, multi-currency accounts, nested categories.
- CoinKeeper — transactions, accounts and savings jars.
- 1Money — transactions with subcategories, several accounts, income and expenses.
- Alzex Finance — a deep category tree, multi-currency, counterparties; “Personal Finance” and “Family Budget”.
Business and sole proprietors
- Elba (SKB Kontur) — transactions on a settlement account and the KUDiR, counterparties with their details.
- Bank statement (1C format) — a
kl_to_1c.txtfile from an online bank: counterparties by INN and auto-categorization.
Spreadsheets and paper
- Excel, Google Sheets or a notebook — a ready-made template with the right columns and a guide on how to move manual bookkeeping.
How a migration works
- Open the migration wizard: on a computer and on the web — Settings → General → “Import data from another app”; on the phone — the import icon in the header of the Transactions screen.
- On the “Where are you migrating from?” step tap your app’s tile and pick the export file.
- Look at the preview: how many transactions were recognised, which accounts, categories and counterparties will be created. No column mapping needed — Svodly knows these apps’ formats.
- Enter the “Current balance” of the new accounts and click “Import N”.
What gets moved
In most cases almost everything comes across — transactions with dates and amounts, accounts, categories, counterparties and transfers between accounts. Details and caveats for each app are on its own page. The general logic:
| Entity | Moved |
|---|---|
| Transactions (income, expenses) | Yes — with date, amount, description |
| Accounts and their currency | Yes — created from the export |
| Categories | Yes — with nested subcategories |
| Counterparties | Yes, if present in the source data |
| Transfers between accounts | Yes — linked into a pair |
| Attachments (receipts, photos) | No — they stay in the old app |
No need to work out balances. An account’s balance is its initial balance plus its transactions. Exports carry no opening balances, so in the preview each new account has a “Current balance” field: enter how much is on the account now, and Svodly works out the opening one itself. Leave the field empty and the balance equals the sum of the transactions moved over; you can correct it later in the account card.
Don’t see your app?
Svodly imports any CSV or Excel. Export the data from your app to one of these formats and open the universal import: on the Transactions tab — the “Import and export” menu → “Import”, or the universal import tile in the migration wizard. Here the columns are mapped: the app fills in the mapping itself from Russian and English headers, and you check it. Details are in the “Import & export” section.
Frequently asked questions
Do I need to connect the cloud to move my data?
No. Import works locally, without an account and without internet. The cloud is only needed if you later want to sync the book between devices.
Will the history for all years be moved?
Yes. As many transactions are imported as there are in the exported file. There is no limit on the period — bring over even five years’ worth.
My app isn’t on the list — what do I do?
The universal import works: export the data from your app to CSV or Excel — Svodly picks the column mapping from the headers itself, and you check it. The guide is in the “Import & export” section.
What happens if an import goes wrong?
Every import goes into the log: Settings → General → “Import and export”. Press “×” in the import’s row and confirm “Delete” in the “Delete import data?” window — all of its transactions are deleted at once. Accounts, categories and counterparties the import created stay.