Migrating from ZenMoney
ZenMoney (Zenmoney) keeps a detailed transaction history, and you can move all of it into Svodly: export the data to a file and import it. Expenses, income, transfers, accounts and categories will come across automatically — there’s nothing to re-enter.
What gets moved
| From ZenMoney | Into Svodly |
|---|---|
| Expenses and income | Yes — date, amount, category, comment |
| Transfers between accounts | Yes — linked into a pair |
| Currency exchange | Yes — as a transfer between accounts of different currencies |
| Accounts | Yes; a multi-currency account — one account per currency |
| Categories and subcategories | Yes — nesting is preserved |
| Payers / payees | Yes — as counterparties |
| Debts | Yes — as an account of the “Debt” type per person |
| Account balances | Yes — from the current balance you enter in the wizard |
Step 1. Export from ZenMoney
- Open ZenMoney in a browser — zenmoney.ru (a full export is easier in the web version).
- Go to Settings → Export data.
- Choose to export transactions to CSV (or Excel) and save the file.
In the file each transaction contains the date, category, payer, comment, source account and destination account, amounts and currencies — 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 “Zenmoney” 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 (debt ones included), categories and counterparties will be created, and any warnings. No column mapping needed — Svodly knows the ZenMoney format.
- For every new account enter the “Current balance” — more in “Account balances” below.
- 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 ZenMoney 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
Multi-currency accounts. In Svodly an account is kept in a single currency. If in ZenMoney you had an account in several currencies at once, the import splits it by itself — one account per currency, and the preview warns about it. There’s no need to set such accounts up in advance.
ZenMoney’s currency exchange is moved as a transfer between accounts of different currencies: Svodly keeps both amounts and the rate. Categories with subcategories are moved with their nesting preserved — and are put on every transaction, not just created as a list. The same goes for payers and payees: they become counterparties and are linked to their transactions. Categories with the same name under different parents (“Food → Coffee” and “Work → Coffee”) stay separate — the whole path is taken into account.
Svodly accepts both export variants of ZenMoney that are in circulation: the classic one (comma-separated, with a service line before the header) and the modern one (semicolon-separated, header on the first line). The format is detected from the contents rather than the extension, so a renamed file imports too. The encoding is detected automatically — a file re-saved in Excel works as well.
Account balances
A ZenMoney export carries transactions but no opening balance of an account: ZenMoney itself keeps only the current one. So the import wizard asks for each account’s current balance — and derives the opening one itself, subtracting the imported transactions from it. Under every field you can see how far the import moves the account and what opening balance follows from that.
The field may be left empty — then the account is created with a zero opening balance and its balance equals the sum of the transactions moved over. The opening balance can always be corrected later in the account card.
Debts
ZenMoney debts come across as accounts of the “Debt” type — one account per person (Alice, Bob). Lending and repayment arrive as transfers between your money account and the debt one, so the book’s total balance does not change because of them — the money simply moves between accounts.
The sign of the balance carries the direction: plus — you are owed, minus — you owe. The account name is taken from the transaction’s payer; if the export has none — from the category name (“Debt to Bob” → “Bob”), and with no name at all every debt ends up in a single “Debts” account. After the import it is worth going through the debt accounts and checking the direction.
What won’t come across
- Credit limits. A transactions export has none — set the limit in the credit account card after the import.
- Reminders and future transactions. The actual history is moved, not scheduled payments.
- Attached receipt photos. They stay in ZenMoney.
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. Details — in “Undo an import”.
Frequently asked questions
ZenMoney offers CSV and Excel — which should I choose for the move?
Either one works. CSV is more reliable for transactions and is smaller; Excel is handy for opening and eyeballing before the import. Svodly understands both formats.
Will transfers between accounts be moved?
Yes. In a ZenMoney export a transfer has both the source account and the destination account filled in — Svodly will link such rows into a single transfer between accounts.
What happens to a multi-currency account from ZenMoney?
In Svodly each account is kept in a single currency, so the import splits a multi-currency account by itself: one separate account per currency. There’s no need to set them up in advance — the preview shows a warning about it.
Will the history for all years be preserved?
Yes. As many transactions are moved as there are in the exported file — there is no limit on the period.
Where to go next
- Accounts — how accounts and transfers work in Svodly.
- Categories & counterparties — tidy things up after the import.
- Sync — pull the moved book to your phone.