Hi (thanks for creating Bullet, it’s incredibly useful). In money out, I Add Bill/Expense, mark it as paid, assign it to a category and write a description. Later when I export transactions to Excel for the bank account neither the category nor the description are exported. Similarly when I export all the transactions for the account the description field is not there. Is there any way to add fields to the Excel exports? In general I’d like as much data as possible to be in the Excel exports, I can always delete columns I don’t need. Thanks

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Hi
(thanks for creating Bullet, it’s incredibly useful).
In money out, I Add Bill/Expense, mark it as paid, assign it to a category and write a description. Later when I export transactions to Excel for the bank account neither the category nor the description are exported.
Similarly when I export all the transactions for the account the description field is not there.
Is there any way to add fields to the Excel exports? In general I’d like as much data as possible to be in the Excel exports, I can always delete columns I don’t need.
Thanks

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Peter Connor ⋅ Staff February 9, 2017
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Hi Marcus, 
Thanks for using Bullet. 
We’ll be looking again at the exports this summer and reviewing them. It’s a balance between creating export that people will use and exports that might overload people. 
You just mentioned bank statements, you can you can import your bank statement to reconcile your accounts. 

Pete

#answer-4721
  1. Marcus2 February 9, 2017
    OK, thanks I look forward to the updated exports later this year.
    It’s actually the reconcile bank statements process that’s causing me to ask the question about exporting data. When you are reviewing the process this summer I would vote for exporting lots of data, it’s easy to hide/delete columns (I don’t want to create unnecessary work by requesting a field chooser)
    Here’s an example that might help: when reviewing all of my bills for 2016 I want to make sure that I have put them into the correct category. As it stands now I can:
    A/ Go to account settings and export all Bill transactions for the calendar year but this does not include the account category that the bill was posted to.
    B/ Under reports export all of the individual accounts for the calendar year, but this only shows the supplier not the description.
    Neither export gives me enough info to make sure that every bill is posted to the correct account.
    Another example of where exporting more data would be useful: if I go to Export Your Data in settings and export all invoices for a calendar year, it exports a very useful report. But it does not include the VAT rate that was applied to the invoice – surely that info is easily available when doing the export?
    Again, thank you for Bullet. It’s the business.
    And thanks for the quick response.
  2. Peter Connor February 9, 2017
    Thanks for the detailed feedback.
    There can be multiple VAT rates to each Bill/Invoice so we wanted to keep everything on the one line. But, we'll look at all the options this summer.
    Thanks again Marcus.

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