Step 1
Treat the Excel file as private
- The XLSX is unencrypted.
- It includes notes and is not a backup.
The Excel file is not encrypted and includes your saved notes.
Save it somewhere private. It is a financial report, not a restorable Pennie backup.
Step 2
Recognize a completed save
- Export, then choose a private destination.
- A successful save does not edit the ledger.
After a successful local save, the real page confirms that the workbook is saved.
Step 3
Cancel without changing records
- Cancel the destination choice.
- Your records remain unchanged.
Cancelling the destination choice produces Export cancelled.
Step 4
Recognize failure and retry safely
- A save failure is not success.
- The ledger is unchanged.
A controlled local write failure produces Export failed, not a saved-file confirmation.
Your records stay unchanged. Choose a usable private destination and try again; do not assume the failed report was delivered.
Step 5
Remember what the report contains
- Records includes notes and sub-categories.
- Sharing is a separate deliberate choice.
The actual Records sheet contains saved notes and sub-categories.
Exporting creates the local report. Any later sharing or cloud synchronization is a separate choice and is not demonstrated here.