Excel Export¶

Export your net worth data as a professionally formatted .xlsx file with three tabs.

Endpoint¶

GET /networth/export/ → Downloads bamboo_money_networth.xlsx

Tabs¶

Dashboard Tab¶

• Branded header with app name
• Summary cards: Total Assets, Total Liabilities, Net Worth
• 6-metric table (Liquid Months, Debt-to-Asset, FI Ratio, etc.)
• Account breakdown by group
• Embedded trend line chart (assets/liabilities/net worth)
• Embedded pie chart (asset allocation)

Net Worth Tracker Tab¶

• Accounts as columns, dates as rows
• Color-coded group headers (blue=liquid, green=investment, purple=retirement, red=liability)
• Subtotals per group
• Month-over-month change column
• Frozen panes (headers stay visible while scrolling)
• Alternating row stripes

Charts Tab¶

• Stacked area chart showing composition over time
• Bar chart breaking down by group

Technology¶

Built with openpyxl for full control over formatting, charts, and styles. The export module lives at interface/excel_export.py.

Future Enhancements¶

• Date range picker (export specific periods)
• Google Sheets API integration (live sync)