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ROP Import & Export Details

Richer or Poorer : Export & Import Details

The "Richer or Poorer" app allows you to export the account and balance information to an external file.  This data can later be imported back into the app creating new accounts with the old balance data.

This functionality allows you to:

  • create backups of your accounts and associated balances

  • restore your data back to a previous backup

  • use your balance and account data in other applications (like Microsoft Excel)

The following sections will help you to understand how to access these imports and exports.

Important Note

The format and location of export files changed from v2 to v3 of the app. The instructions below have been updated for v3 which was released in June 2019.  See the instructions marked “LEGACY V2” if you are still running the older version.

How to Access an Export File

When you use the Export functionality within Richer or Poorer, a Comma Separated Values (or CSV) file is produced and stored on your iPad along with the app. This cannot be accessed directly except by using the Import function.

In order to use the export file for other purposes (such as charting in Microsoft Excel, you need to access it on your device using Apple’s “Files” app.

An export file is made visible within “Files”. To find the export files:

  1. Return to your device’s home screen and start the “Files” app.

  2. Tap “Browse” on the bottom toolbar and make sure that “On My iPhone” or “On My iPad” is selected as the “Location”.

  3. Tap the “Richer or Poorer” folder.

  4. All currently available export files will be shown here.

  5. Tap a file to open in quick view or use the “Select” function in the top left, tap on the desired file(s) and then use the share button on the toolbar to open in an appropriate file, attach it to an email or messages etc.

 

How to Copy Across A File to Import

You may wish to import a previously exported export file onto a different iPad or iPhone (sharing).  Just remember that the file must conform to the file format defined below in Export and Import File Structure.  

The easiest way is to email the file to yourself as an attachment, open the email on your target device, tap the file attachment and use the sharing button. You can then save it to Files. Just make sure you save it to the location: “On My iPhone / Richer or Poorer” or “On My iPad / Richer or Poorer”.

Then open Richer Or Poorer on your device and select the "IMPORT account" button from the Account Details screen.  

 

Export and Import File Structure

The file created by the Export function within Richer or Poorer or one which you generate yourself to Import must adhere to a defined structure. This section defines that structure for you.

THE BASIC STRUCTURE

These files are Comma Separated Value or CSV files that can be read by a wide range of programs including Microsoft Excel and have the following basic structure:

A single Header line
Followed by one row for each balance date.

THE HEADER LINE

The header line must contain the following:

Date,Balance,Event

THE DATA LINES

The header line is followed by one or more data lines, one per balance date. The structure of the data lines is as follows:

date-value,balance-value,optional-event-description

Note the following about the data lines:

  • The date is formatted exactly as short-date in your region. In Australia that is dd/m/yy. Export a test account to see how your dates are formatted and copy it.

  • Most entries will not have an event. In this case there will just be the second comma.

  • If any data value contains a comma, enclose the value in quotes. e.g. 12/6/19,123.45,”This event has a comma, here”

 

AN EXAMPLE EXPORT FILE

The following is an example of a valid export file:

Date,Balance,Event
10/6/17,550.00,
11/6/17,557.49,
12/6/17,582.54,
18/6/17,591.23,
25/6/17,593.52,
29/6/17,597.54,
10/7/17,573.29,
14/7/17,598.16,
24/7/17,581.71,Sample event 115
3/8/17,600.17,
11/8/17,574.30,
12/8/17,589.14,
19/8/17,609.75,
25/8/17,631.90,Sample event 319

 

EXPORT FILE NAME

A file exported by Richer or Poorer will have a name in the following form:

<Account name>-<date>-at-<time>.csv

Note the following about the export file name:

  • .csv is the file type

As an example, a valid export file name is:

Savings-16-Jun-2019-at-6-16-pm.csv

Import File Name

If you create an import file yourself, it can be named anything you wish as long as it has the .csv extension. This name does not need to conform to the export file name pattern shown above.

LEGACY V2 INSTRUCTIONS

These apply to older versions of the app prior to the release of v3 in June 2019.

How to Access an Export File

When you use the Export functionality within Richer or Poorer, a Comma Separated Values (or CSV) file is produced and stored on your iPad along with the app. This cannot be accessed directly except by using the Import function.

In order to use the export file for other purposes (such as charting in Microsoft Excel, you need to copy it from your device to your desktop or laptop computer. This is done by syncing your Apple device with iTunes.

An export file is made visible within iTunes. To find the export files:

  1. Attach your device to your desktop or laptop where you sync your iPad or iPhone to.

  2. Open iTunes and select your attached device in the top left corner.

  3. Select "File Sharing" from the left of the iTunes window. It should appear after "Info".

  4. A list of Apps on your device that support File Sharing will be displayed. Scroll down and tap on "Richer or Poorer".

  5. A list of files will be displayed on the right. The ".csv" files are export files.

  6. IMPORTANT NOTE: the files called ROPaccountsV1.txt, ROPcollectionsV1.txt and ROPpreferencesV1.txt contain the raw data used by the app. You could lose all your data if you replace or edit them.

  7. Select the desired export ".csv" file and then tap the "Save..." button to choose the place to store a copy. Note: you may need to scroll your screen down to see this button.

 

How to Copy Across A File to Import

You may wish to import a previously exported export file onto a different iPad or iPhone (sharing).  Just remember that the file must conform to the file format defined below in Export and Import File Structure.  You can also use this to import a file you exported from Clever Net Worth.

To transfer the file from your desktop or laptop onto your device you need to use iTunes sync. The process is very similar to that shown above in How to Access an Export File. However, instead of using the "Save to..." button, use the "Add..." button instead.

Then open Richer Or Poorer on your device and select the "Import" button from the Accounts screen.  If asked, select the correct import file. New accounts with the associated balances will now be created using the information from the import file.

 

Export and Import File Structure

The file created by the Export function within Richer or Poorer or one which you generate yourself to Import must adhere to a defined structure. This section defines that structure for you.

THE BASIC STRUCTURE

These files are Comma Separated Value or CSV files that can be read by a wide range of programs including Microsoft Excel and have the following basic structure:

A single Header line

Followed by one row for each account being exported or imported

THE HEADER LINE

The header line has the following structure:


Account Name, Account Type, "balanceDate1","balanceDate2", etc

Note the following about the header line:

  • The words Account Name and Account Type are to be entered exactly as written. No quotes.

  • There is one column for every balance date in the union of all accounts being exported.

  • Every balance date is enclosed in quote marks ". This allows for embedded commas in a date format

  • The format of the date string must be exactly the same as the date format displayed by Richer or Poorer on the charts. This is the default system date format for your region and varies from country to country. Just ensure it matches that displayed by the app. Do an export from within the app and look at the resulting export file for examples of the correct format.

THE DATA LINES

The header line is followed by one or more data lines, one per account. The structure of the data lines is as follows:


"accountName",asset or liability,balance1,balance2, etc

Note the following about the data lines:

  • The accountName is enclosed within quote marks "

  • The word asset or liability is entered exactly as written after the account name. No quotes and only one of the choices is to be used.

  • There is one balance column for every balance date as specified in the header line.

  • The balance is a number with an optional leading minus (-) sign.

  • All liability balances should be negative, all assets positive.

  • Do not use currency symbols for the balances.

 

AN EXAMPLE EXPORT FILE

The following is an example of a valid export file:


Account Name,Account Type,"Wed, 30 Jun 2010","Fri, 3 Sep 2010","Wed, 27 Oct 2010","Sat, 12 Feb 2011","Sun, 24 Apr 2011","Wed, 10 Aug 2011"

"Transaction account",asset,1200.000000,1314.000000,987.109985,765.109985,1412.010010,1298.319946

"Savings account",asset,10052.349609,27500.300781,18012.339844,19411.380859,21034.820312,934.16998

"Shares",asset,20034.099609,0.000000,2300.139893,4301.740234,4817.120117,2113.199952

"Car value",asset,21000.000000,21000.000000,20500.000000,20001.029297,19870.000000,20872.070313

"Credit card",liability,-512.119995,-817.229980,-1012.429993,-4012.429932,-817.750000,-1810.140015

"Car loan",liability,-15359.000000,-12876.120117,0.000000,0.000000,0.000000,0.000000

"Apartment",asset,0.000000,0.000000,0.000000,0.000000,0.000000,137000.000000

"Mortgage",liability,0.000000,0.000000,0.000000,0.000000,0.000000,-106312.312500

 

Note that by default, numbers within Richer or Poorer are stored to 6 decimal places. If you are creating your own import file, 0, 1 or 2 decimal places in the balance are fine and will be read correctly.

 

EXPORT FILE NAME

A file exported by Richer or Poorer will have a name in the following form:


Richer or Poorer All Accounts export 10digitNumber.csv

Note the following about the export file name:

  • 10digitNumber represents the date you exported the file in seconds since a special date in the past of interest only to computer historians. It is included only to create a unique name for files exported on different dates.

  • .csv is the file type

As an example, a valid export file name is:


Richer or Poorer All Accounts export 1330088400.csv

 

Import File Name

If you create an import file yourself, it can be named anything you wish as long as it has the .csv extension. This name does not need to conform to the export file name pattern shown above.

Examples of valid import file names are:


My new NWH.csv

23dhu2hr9821r32jhbf9c8u0d9c 23rh23n e2i3e.csv

The following is not a valid import file name:


My new NWH