Migrating from CoinKeeper
Kept your books in CoinKeeper? You can move the transaction history into Svodly in full — together with the accounts and categories. Export the data to CSV and import it: there’s nothing to re-enter.
What gets moved
| From CoinKeeper | Into Svodly |
|---|---|
| Expenses and income | Yes — date, amount, category, comment |
| Accounts | Yes — created from the export |
| Tags | Yes — into the transaction description, as “#tag” |
| Categories | Yes |
| Savings jars and goals | Yes — as separate accounts |
| Category icons and colors | No — Svodly assigns its own |
Step 1. Export from CoinKeeper
- Open the CoinKeeper app.
- Go to Settings → Export data (exporting to CSV is available in the paid version).
- Choose the CSV format and save the file or email it to yourself.
- Open the file on a computer with the Svodly desktop or web version — or right on the phone: the mobile import has a “CoinKeeper” tile.
If your version of CoinKeeper exports transactions in the QIF format, that file works too: the “CoinKeeper” tile accepts both CSV and QIF.
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 “CoinKeeper” tile and pick the export file — CSV or QIF.
- Look at the preview: how many transactions were recognised, which accounts and categories will be created, and any warnings. No column mapping needed — Svodly knows the CoinKeeper 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 the file doesn’t look like a CoinKeeper export, the wizard says so and offers to open it as a universal CSV — then you map the columns by hand, as in the “Import & export” section.
Migration specifics
Labels aren’t lost. CoinKeeper tags move into the transaction description — as “#tag” at the end — so transaction search finds them, and they don’t create extra categories. 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.
Savings jars and goals come across as separate accounts. If an account name starts with the word “Цель” (goal) or “Копилка” (savings jar) — or “Goal” / “Savings” — Svodly creates it with the “Savings” type right away; for the rest you can change the type in the account card after the import.
What won’t come across
- Category icons and colors. Svodly assigns styling from its own palette — change it if you like.
- Attached photos. They stay in CoinKeeper.
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”. Details — in “Undo an import”.
Frequently asked questions
Where is export in CoinKeeper?
Under Settings → Export data. Exporting to CSV is available in the paid version of the app. The file can be saved or emailed to yourself.
Will tags from CoinKeeper be moved?
Yes, they won’t be lost: CoinKeeper labels move into the transaction description as “#tag”, and transaction search finds them. 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.
What happens to savings jars and goals?
They come across as separate accounts. If an account name starts with the word “Цель” (goal) or “Копилка” (savings jar) — or “Goal” / “Savings” — Svodly creates it with the “Savings” type right away; for the rest you can change the type in the account card after the import.
Do I need to enter account balances by hand?
Only the current balances. The export has no opening balances, so in the import preview each new account has a “Current balance” field: enter how much is on the account now, and Svodly works out the opening balance itself. Leave the field empty and the account balance equals the sum of the transactions moved over.
Where to go next
- Categories & counterparties — tidy things up after the import.
- Budgets — limits on categories and counterparties.
- Sync — pull the book to your phone.