Migrating from Alzex Finance

Alzex Finance (also known as “Personal Finance” and “Family Budget”) keeps a detailed transaction history with a deep category tree and multi-currency support — and you can move all of it into Svodly. Export the archive to CSV or Excel and import it: transactions, accounts, categories and counterparties will come across automatically, and the balances will compute themselves.

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What gets moved

From Alzex Finance	Into Svodly
Transactions (income, expenses)	Yes — date, amount, category, description
Transfers between accounts	Yes — linked into a pair
Currency exchange	Yes — as a transfer between accounts of different currencies
Accounts and their currency	Yes — created from the export
Categories — a deep tree	Yes — nesting is preserved at any depth
Counterparties (payers / payees)	Yes — created from the “Payee” field
Tags	Yes — appended to the transaction description as a “#tag” suffix
Debts	No — tracked manually
Scheduled transactions	No — set up again
Attachments (receipts, photos)	No — they stay in Alzex

Step 1. Export from Alzex Finance

Open Alzex Finance on your computer (Windows, macOS or Linux) — a full export is easier in the desktop version.
Go to File → Export (in the mobile versions — Settings → Export data).
Choose the CSV or Excel (XLSX) format and save a file with all the transactions for the period you need.

In the export each transaction contains the date, type, account (two accounts for transfers), category with its full path, amount, currency, description, payee and tags — that’s enough for Svodly to reconstruct the accounts, categories and transfers.

Step 2. Import into Svodly

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 the “Alzex Finance” tile and pick the export file — CSV or XLSX.
Look at the preview: how many transactions were recognised and how many of them are transfers, which accounts, categories and counterparties will be created, and the warnings — about multi-currency accounts, tags, skipped debts. No column mapping needed — Svodly knows the Alzex format.
For every new account enter the “Current balance” — how much is on it now. Svodly works out the opening balance itself; leave the field empty and the account starts from zero.
Click “Import N”.

Accounts that already exist in the book with the same name and currency aren’t created again — the transactions land on them. If you open the export through the regular import on the Transactions tab and the file name contains “alzex”, Svodly offers the ready-made preset itself — click “Use the preset” and the same preview opens. If the file doesn’t look like an Alzex export, the wizard says so and offers to open it as a universal file — then you map the columns by hand, as in the “Import & export” section.

“Import data from another app” → “Alzex Finance”: the preview reads “30 transactions recognised”, “T-Bank Platinum” twice — in roubles and in dollars — and warnings about splitting the account by currency and about tags in descriptions. A balance of 48,300 ₽ → “Import 30” → “Categories” shows the whole “Food → Groceries → Stores → Lenta → Deals” branch.

On the phone: Transactions → “Import transactions” → “Alzex Finance” → alzex-export.csv from Downloads → “To import 30”, accounts per currency and a warning about a multi-currency account → the current “Т-Банк Платинум” balance of 48,300 ₽, with the opening balance recalculated → “Import 30” → “Import complete”.

Migration specifics

A deep category tree. Alzex allows categories of any depth (“Food \ Groceries \ Stores \ Lenta”). Svodly doesn’t limit nesting either: the import creates the whole chain of categories from the top one to the last, with no gluing and no warnings. In the import preview such a branch shows up by its last link (“Lenta”); the parents appear in the “Categories” directory after the import.

Multi-currency accounts. In Svodly an account is kept in a single currency. If one Alzex account in the export has transactions in several currencies, Svodly splits them into one account per currency — there will be a warning about this too.

Tags. Alzex tags move to the end of the transaction description as #tag1 #tag2 — transaction search finds them, so labels aren’t lost. They don’t turn into Svodly tags by themselves, and the preview warns about that. If you want real tags, find the transactions by searching for “#tag”, select them and add the tag with the “Tags” chip — a bulk action.

What won’t come across

Debts. Alzex’s debt-tracking module has no direct equivalent in Svodly — such rows are skipped. Enter the outstanding debt balances by hand.
Scheduled (planned) transactions. Svodly doesn’t move Alzex’s future records — set up recurring payments and budgets again.
Attached receipt photos and attachments. They stay in Alzex.

Undo, if something went wrong

Every import goes into the log: on a computer and on the web — Settings → General → “Import and export”. Press “×” in the row of that import and confirm “Delete” in the “Delete import data?” window: all of the import’s transactions are deleted at once. Accounts, categories and counterparties it created stay. On the phone the log only shows the history: delete the import from a computer or the web, or roll the book back to the “Before import” backup under “Backups”. Then you can safely try again after fixing the source file. Details — in “Undo an import”.

Frequently asked questions

Alzex offers CSV and Excel — which should I choose?

Either format works. CSV is more reliable for large archives and is smaller; Excel is handy for opening and eyeballing before the import. Svodly understands both, including a Russian-language export (UTF-8 BOM, “;” separator).

In Alzex I have a category tree 4–5 levels deep. What happens to it?

It comes over intact. Svodly supports a nested category tree with no depth limit: from the path “Food \ Groceries \ Stores \ Lenta” the import creates the entire chain — “Lenta” goes under “Stores”, “Stores” under “Groceries”, “Groceries” under “Food”.

Will transfers between accounts be moved?

Yes. In an Alzex export a transfer has both accounts filled in (source and destination) — Svodly will link such rows into a single transfer. Currency exchange is moved as a transfer between accounts of different currencies, preserving both amounts and the rate.

What happens to Alzex tags?

They are appended to the end of the transaction description as “#tag”, and transaction search finds them, so labels aren’t lost. They don’t turn into Svodly tags by themselves. If you want real tags, find the transactions by searching for “#tag”, select them and add the tag with a bulk action — the “Tags” chip.

Will debts and scheduled transactions from Alzex come across?

No. Alzex’s debts module and scheduled transactions don’t yet have a direct equivalent in Svodly — such rows are skipped with a warning. Outstanding debt balances and recurring payments can be set up by hand after the import.

Will the history for all years be preserved?

Yes. As many transactions are imported as there are in the exported file — there is no limit on the period in Svodly.

Where to go next

Accounts — how accounts and transfers work in Svodly.
Categories & counterparties — tidy things up after the import.
Recurring transactions — set up planned payments again.
Sync — pull the moved book to your phone.