Help Center

Exports and Reports

Expenses

Export and report options can be found at the bottom of the history page.

  1. Go to History
  2. Select your date range and filters of the expense to include in the report or export

CSV

Generates a CSV spreadsheet of expenses filtered by date range and status. Includes all expense details but does not include receipts.

PDF

Generates a Zip file of PDF documents for multiple expenses at once containing all expense information, including receipts. Depending on the number of expenses you selected, generating the Zip file can take a few minutes. You can monitor the progress of your export on the bulk exports page.

Note: Zip exports expire after one week. Bulk PDF export requires a Standard plan or higher.

Totals by Payee

To group the filtered expenses by payee (matched by name), use the Totals by Payee button. If you’re not using the specific payee tracking feature, this report can help you understand what 1099s you may need to file and worker’s comp insurnace premiums you may need to pay. This can also be exported as a CSV via the button on the report.

Budgets

The Budgets page shows you real-time budgeted, actual, and remaining amounts for each spending category. Actuals include unpaid expenses to help you understand categories that are at risk of going over budget.

Any budget report can be exported to CSV

  1. Choose the year you wish to export
  2. Click Export

    Note: Budgets are exported in the same format used to import budgets; this can be useful to create a budget for the following year based in incremental changes in the current year via import.