Excel Export
Export your asset data to Excel with one click — perfect for tax filing, accounting, or personal record-keeping.
Export Benefits
How to Export
Go to Settings
Navigate to the Settings page and find the Data Export section.
Choose export scope
Select what to include: Full Export, Bank Assets, Stock Holdings, Crypto Holdings, or Transactions. Toggle 'Include live prices' if you want current market data.
Download your file
Click Export Excel. Your browser will download a .xlsx file with clearly formatted sheets for each asset type, ready for use in Excel, Google Sheets, or any spreadsheet application.
What's Included
The exported Excel workbook contains separate sheets for each asset type you selected. Bank accounts include bank name, account alias, type, currency, and balance. Stock holdings include market, symbol, name, shares, average cost, current price, market value, and unrealized P/L. Crypto holdings include coin name, symbol, amount, average cost, current price, market value, wallet type, and unrealized P/L. The transactions sheet includes date, asset type, transaction type, asset name, quantity, unit price, amount, currency, fee, tags, and notes. All monetary values are formatted with proper currency symbols.
Why data portability is a hard requirement for any privacy-first app
GDPR Article 20 codifies data portability as a user's legal right: you can take the personal data you've given a service in a "structured, commonly used, machine-readable" format, and move it to another service. In practice, plenty of apps fudge this with "we offer PDF export" — but PDFs are decidedly unfriendly to machines. WalletMap exports as xlsx, which is genuinely machine-readable and structurally identical to your underlying Google Sheet.
The exported xlsx contains: bank accounts, stock holdings, crypto holdings, transaction history, daily asset snapshots. Each tab is a flat table, with column names that are plain English (no internal IDs or opaque keys), so it imports cleanly into Excel, Numbers, LibreOffice, Notion databases, Airtable. We deliberately don't over-abstract the columns — what you see is what's actually stored.
Why is the export format almost identical to the original sheet? Because under the hood, WalletMap's data layer literally is your Google Sheet. The export is essentially "repackaging what you already own as xlsx," not a separate format conversion. Which also means: even without WalletMap, if you wanted to grab data straight out of Google Sheets, that sheet is already portable. The export just bundles multiple tabs into one file as a convenience.
Honestly I'd recommend exporting once a quarter as a backup. Not because we'd lose your data (it's in your Drive to begin with), but in case you ever decide to leave WalletMap, switch to another tool, or maintain your own spreadsheet — having a stable structural snapshot in hand makes that transition trivial. Data portability isn't just a regulatory box to tick; it's the long-term safety net that makes any tool worth trusting.
FAQ on data export
- What data can I export?
- Currently five tabs: bank, stocks, crypto, transactions, daily asset snapshots. FX rate history, budget records, and user settings are out of scope — the former can always be re-fetched from external APIs, the latter has no real historical value. If you need a data type we don't currently export, let us know.
- After export, is the data still in WalletMap?
- Yes. Export is "copy a version," not "move it out." Your Google Sheet stays as is, and the dashboard keeps working. If you actually want to leave WalletMap, export a backup first, then revoke our access in Google account settings — your sheet stays intact in your Drive.
- Can Numbers / LibreOffice / Excel Online open it?
- All of them. We export standard xlsx, no Microsoft-specific macros or ODBC links, so Numbers, LibreOffice, Google Sheets, and Excel Online can all read it. Files are small — personal asset tracking rarely exceeds a few hundred KB.
- Can I schedule automatic exports as a backup?
- No automatic scheduling yet — it's a manual click. To be honest though, since the underlying data is just a Google Sheet, Google itself does version history (last 30 days are recoverable), so for backup purposes Google's already covering one layer. Our xlsx export is more useful for "leaving WalletMap" or "sending to your accountant."
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Ready to Take Control of Your Assets?
Start tracking your assets with complete privacy. Your data never leaves your Google Drive.