How to export your expense data for accounting and tax purposes
The Export feature is accessible from the main navigation bar in your app.
Tap the "Export" tab in the bottom navigation
Select CSV or Text format for your export
Choose the time period for your export
Choose what data to include in the export
Choose the format that best suits your needs.
Comma-separated values format, perfect for Excel and accounting software.
Plain text format, readable and easy to review.
Select the time period for your data export.
Export all your receipt data
Current month's expenses only
Select specific start and end dates
Choose what data to include in your export.
Include expense categories for better organization
Include merchant/store information
Include all price and amount information
Include purchase dates for each transaction
Follow these steps to complete your export.
Select format, date range, and data options
Tap "Export Data" to start the process
App will fetch all your data and generate the file
Use the share sheet to save or send the file
Here's how to use your exported data for different purposes.
Use your exported data for tax filing and deductions.
Import data into your accounting system.
Create reports for business analysis.
Track personal spending and budgeting.
Common issues and solutions when exporting data.
Export process seems to hang or take forever
Exported file contains no data
Share sheet doesn't appear or work
File doesn't open in expected application
If you're having trouble with data export, we're here to help!