Data Export

Built-In Excel Export

S8 Money provides out of the box ability to export your data to an excel sheet. To export your data go to your "My Profile", switch to the "Utilities" tab and click "Export to Excel".

The built-in utility exports accounts, transactions, trades, holdings (at lot level) and assets as separate worksheets in a single excel file. No formatting is performed.

Computed data such as reports, unrealized gains or current prices are not exported. You can apply formatting of your choice and build your own data feeds, formulae and reports on the raw data in the spreadsheet.

Custom Exports

S8 Money maintains data in JSON format on your computer. If you are familiar with programming/scripting and data formats you are free to convert the data into any format you want. The JSON structure is described here.