Migrating from 1Money
1Money stores transactions with categories and subcategories, and all of it can be moved into Svodly. Export the data to Excel or CSV and import it — accounts, categories and history will come across automatically.
What gets moved
| From 1Money | Into Svodly |
|---|---|
| Income and expenses | Yes — date, amount, category, note |
| Accounts | Yes — created from the export |
| Categories and subcategories | Yes — nesting is preserved |
| Transfers between accounts | Yes — linked into a pair |
| Transaction currency | Yes — from the currency column |
| Category icons | No — Svodly assigns its own |
Step 1. Export from 1Money
- Open the 1Money app.
- Go to Settings → Export.
- Choose to export transactions to Excel or CSV and save the file.
- Open the file on any device with Svodly — a computer, the web or the phone.
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 “1Money” 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 and categories will be created, and any warnings. No column mapping needed — Svodly knows the 1Money 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 1Money 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.
Migration specifics
Svodly works out the sign of each transaction itself. 1Money lays the amounts out across income and expense columns, and older exports carry the transaction type (Income / Expense / Transfer). The preview has no individual rows — it shows totals: how many transactions were recognised and how many were skipped. So after the import take a look at the Transactions tab: expenses should show with a minus sign and income with a plus.
1Money’s subcategories are moved as nested Svodly subcategories: a parent category and a subcategory within it.
What won’t come across
- Category icons and styling. Svodly assigns its own.
- Attached photos and image notes. They stay in 1Money.
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
What format does 1Money export to?
1Money can export transactions to Excel and CSV. Svodly understands both formats — pick whichever is convenient.
Will subcategories be moved?
Yes. 1Money stores a category and a subcategory — Svodly preserves the nesting (a parent category and a subcategory within it).
How does 1Money tell income from expense on import?
Svodly works it out itself: from the income and expense columns, and in older exports with a single amount column — from the type column (Income / Expense / Transfer). A row of the Transfer type becomes a transfer between accounts. The easiest way to check the result is the Transactions tab after the import: expenses with a minus, income with a plus.
Will the whole history be moved?
Yes. As many transactions are imported as there are in the file — there is no limit on the period.
Where to go next
- Categories & counterparties — tidy things up after the import.
- Analytics — reports on the moved history.
- Sync — pull the book to your phone.