Export financial data as a CSV file

Date: 2025/07/11

Overview

It is quick and easy to export your financial data as a CSV file with options to choose accounts and date range. The same CSV file format is also used for importing Thrivasium CSV-formatted financial data.

Export a CSV file

  1. Go to ‘Settings’ (iOS) or ‘File’ on main menu (Mac), select ‘Export’.
  2. Choose between all accounts or select a subset of accounts to include in the export.
  3. Choose the data range of transactions to include in the export.
  4. Click on ‘Export’ to create the CSV file (default filename: ‘ThriveExport’ + integer timestamp) and choose a folder for the file.

CSV file details

There are two type of rows contained in this CSV file: Account Rows and Transaction Rows. All transaction rows associated with an account are listed below an account row. The columns in the CSV file are defined below.

Institution name

For an account row, this column contains the name of the financial institution. For a transaction row, it is empty.

Account name

For an account row, this column contains the name of the financial institution. For a transaction row, it is empty.

Account type

For an account row, the account type column must contain one of the following choices: ANY, CHECKING, CREDIT_CARD, LINE_OF_CREDIT, INVESTMENT, LOAN, MORTGAGE, SAVINGS. For a transaction row, it is empty.

Currency

For an account row, the account currency must contain ‘en_US. For a transaction row, it is empty. In a future version of Thrivasium, it will support multiple currencies and localizations!

Amount

Decimal number, plus/minus, two decimal places, and no currency sign (e.g., no $). For an account row, this represents the account’s current balance. For a transaction row, it is the transaction amount.

Payee

For a transaction row, this is either the payee or payer. For an account row, it is empty.

Date

For a transaction row, the transaction date must be in the format MM/DD/YYYY. For an account row, it is empty.

Category

For a transaction row, the category field must be filled in. For an account row, it is empty.

Subcategory, Check number, Memo

For each transaction row, the Subcategory, Check number, and Memo fields are optional. For an account row, these fields are empty.

Example CSV file format

A brief example of a Thrivasium formatted CSV file can be downloaded as a PDF.