Budget Planner MyMicroBalance Online Help

The export function saves income and expenditures from a MyMicroBalance balance file as a CSV file. You can then sort, filter, analyze, or archive the exported data in Microsoft Excel or another spreadsheet application. Exporting does not change any entries in MyMicroBalance.

Start the export

1. Open the MyMicroBalance balance file whose data you want to export.
2. Select File in the upper-left corner.
3. Select Export....

Select the period

In the first section of the export window, specify which transactions should be exported. You can select all data, the current year, or the current month. Also check the from and to fields to make sure the complete intended period is included.

Select the export layout

In the second section, choose how income and expenditures are arranged in the CSV file:

• As shown in the monthly view: Data is exported in the same arrangement used by the individual monthly views in MyMicroBalance. Only this layout lets you additionally include the monthly carryover.
• Continuous list side by side: Income and expenditures for the selected period are placed in separate areas next to each other. This option is useful when you want to process both sides of the balance separately.
• Continuous list below each other: All income and expenditures are placed in one continuous list. This option is particularly useful for sorting, filtering, and creating your own analyses.

The monthly carryover is not included in either continuous-list layout. MyMicroBalance creates the CSV file in UTF-8 and uses a semicolon as the separator so that special characters and columns can be processed correctly by suitable applications.

Save the CSV file

1. Select Export... in the export window.
2. Choose the desired storage location.
3. Enter a clear file name and save the file.

Keep the original CSV file if you may want to import the raw exported data again or open it later with different settings.

Open the CSV file correctly in Excel

For the correct display of special characters, columns, dates, and amounts, do not simply double-click the CSV file. Start Microsoft Excel first and select Data > From Text/CSV.

1. Select the CSV file exported by MyMicroBalance.
2. Set File Origin to 65001: Unicode (UTF-8).
3. Set Delimiter to Semicolon.
4. Leave data type detection enabled, unless you intentionally want to assign the data types later.

Review the preview before loading the data. Each field must appear in its own column. Also check that special characters, dates, and decimal amounts are displayed as expected.

Select Load when the preview is correct. If dates or amounts are not interpreted as intended, select Transform Data first and assign the required data types before loading.

Continue working in Excel

After opening the file, you can filter, sort, format, and analyze the data in Excel. Save the workbook in an Excel format such as .xlsx, or .xls for older versions. This preserves your formatting and changes and avoids repeating the text import the next time you open the workbook.