Advanced Export¶

The Advanced Export tab lives inside the Export Data panel (Alt+E). It provides spec-driven custom exports where you control the account, statement, and date range, and the output format is defined by a TOML export spec file.

Parameters¶

Account¶

A drop-down listing all accounts in the project. The first option, \<all accounts>, runs the export across every account.

Statement¶

A drop-down that updates automatically when you change the Account selection. Lists all statements for the selected account, plus (all statements) as the first option.

Date from / Date to¶

Date range filters. By default, both are disabled (the No date checkbox is ticked), meaning no date filtering is applied.

• Untick No date to enable the date picker and set a specific start or end date.
• You can set one or both limits independently.

Export specs¶

The lower section of the panel lists the available export specs for the active project.

Each spec is a .toml file located in the project's config/export/ directory. For each spec found, a button is shown displaying:

• The spec's description (from inside the TOML file).
• The spec's filename in smaller text below.

Click a button to run that spec with the current parameter selections. A progress bar and status label show the export progress.

If the config/export/ directory contains no .toml files, the panel shows:

No export specs found

Creating and modifying export spec TOML files¶

Export specs are TOML configuration files that define the shape and content of a custom export. For a full guide to creating and editing these files, see the bank_statement_parser guide on adding a new bank.