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 | No — tracked manually |
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 Import — on a computer, on the web or on the phone.
- Drag the exported file into the window.
- Check the column mapping — Svodly fills it in itself from the headers.
- Choose the destination account and review the preview.
- Confirm the import.
More on the import step, the mapping and the preview — in the “Import & export” section.
Mapping 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, set up one account per currency in Svodly and distribute the transactions during import.
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.
What won’t come across
- Debts. ZenMoney’s debts module has no direct equivalent — enter the outstanding debt balances by hand.
- Reminders and future transactions. The actual history is moved, not scheduled payments.
- Attached receipt photos. They stay in ZenMoney.
Undo, if something went wrong
An import is saved as a separate batch. If you’re not happy with the result — open the log in the import window and tap “Undo”: all the transactions from this batch are deleted and the balances return to their state before the import. You can safely try again.
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. If an account in ZenMoney is multi-currency, set up a separate account in Svodly for each currency and route the transactions to the right one during import.
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.