What the file looks like
Each row is one entry, oldest first. Here are three example rows:
| Date | Time | Type | Amount | Currency | Note | Tag | Payment Method | Card | Original Amount | Original Currency | Exchange Rate |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-01 | 08:10 | Income | 840.00 | USD | Paycheck | Work | Online | ||||
| 2026-08-01 | 12:05 | Expense | -142.30 | USD | Weekly shop | Groceries | Point of Sale | Visa | |||
| 2026-08-03 | 09:40 | Expense | -5.29 | USD | Coffee | Restaurants | Point of Sale | Visa | -4.80 | EUR | 1.102083 |
The 12 columns
- Date and Time, as 2026-08-01 and 14:05, which spreadsheets sort correctly.
- Type, Income or Expense, and Amount in your home currency. Amounts are signed, so expenses are negative and a SUM of the column gives your net.
- Currency, your home currency.
- Note, Tag, Payment Method and Card, as you logged them.
- Original Amount, Original Currency and Exchange Rate, filled in for entries logged in another currency.
Numbers always use a decimal point, whatever language your iPhone is set to, so the file opens the same everywhere. It's UTF-8 with a byte order mark, which makes Excel show currency symbols and accented letters correctly. The file is named after the export date, like PocketPnL-2026-10-17.csv, or after the range you chose.
How to export
- Open Settings in Pocket PnL and go to the export section.
- Choose All, Year, Month or a custom range.
- Share the file to Files, Mail, AirDrop or any app you like.
Opening it
Google Sheets
Create a blank spreadsheet, choose File, then Import, then Upload, and pick the file. "Replace current sheet" works well for a fresh copy.
Excel
Double-click the file to open it, or in a workbook choose Data, then From Text/CSV, to control the column types.
Numbers
Open the file from the Files app or drag it onto Numbers. Each column comes in with its header.
Ideas for the spreadsheet
- Paste it into the free income and expense tracker template, which has the same 12 columns and adds a monthly summary.
- A pivot table of Amount by Tag and month shows long-term patterns the app's stats don't cover.
- Filter Type to Expense and Card to one card to check a statement line by line.
- Keep a yearly copy as a backup that doesn't depend on any app.
Receipt photos aren't part of the CSV. Share any you need from the entry itself.