Exports

An export takes the data in a view out of Fortuna as a file. In this version the one view you can export is the transactions spreadsheet. The API builds the file, and the interface only asks for it and saves it, so what you save is exactly what the instance holds (UI-BR-29). The rules for exports, including what an export leaves out, are in Concepts.

This is not the same as taking all of your data. The complete personal-data archive, the portability right, is on the Privacy and data rights page.

UC-39: Export a Data Set

Where: the Export icon in the top bar of the Spreadsheet.

1. Press Export. A sheet titled “Export” opens.
2. It states what the export will cover, under “What this will cover”: either “Everything in this view. No filters are applied.” or one line for each filter in words, for example “From 2026-01-01”, “Up to 2026-03-31”, “One account only”, “One category only” or “Expenses only”.
3. Choose the Format: CSV, Excel or PDF.
4. Press Export. The sheet reads “Asking the instance to produce it…” and then “The instance is producing it.”, with a progress bar. It adds “You can close this and carry on — the export keeps going, and you will find it with your other jobs.” and a Close button. A small export is delivered at once, and the sheet goes straight to the next step.
5. When the file is ready the sheet says “The export is ready.” Press Save it. The platform’s own save dialog opens, and then the sheet says “Saved.” with the place, and Done.

Notable alternatives:

• Closing the sheet leaves the export running, as the sheet says; the application keeps checking on it. The Imports screen lists import jobs only, so an export does not appear there. Press Export on the spreadsheet again to see where it has got to.
• An empty view. The sheet says “There is nothing in this view to export. Widen the filters, or record something first.” and offers only Close.
• The job fails. The reason is shown with Try again.
• The save location is refused, or you close the save dialog. The sheet says “The file is still here. Choose another place for it.” and the button reads Choose another place. The file is still there to save.
• The export expired. The sheet says “That export is no longer available — the instance keeps one only for a while. Producing another takes a moment.” with Produce another.
• A format the API will not produce for this data is refused by the API in its own words.
• Offline. The Export icon is disabled, and its tooltip reads “Not available offline” followed by the core’s reason: there is no data-set export renderer in the native core. See Offline mode.

Sources

This page is written from the interface’s Use Case Specification (UC-39), checked against export_sheet.dart and the filter wording in transaction_table.dart.