Need your records for taxes, your accountant, or your own files? You can export your expenses, invoices, and estimates in a couple of taps.
Expenses, with their receipt images
Invoices, with their PDFs
Estimates, with their PDFs
Go to Settings, then tap Export data.
Pick what to export: expenses, invoices, or estimates.
Choose a time frame and a format.
Tap Export, then choose where to save or share the file.
Spreadsheet only (CSV): just the numbers. Opens in Excel, Numbers, or Google Sheets.
Spreadsheet + files (ZIP): the spreadsheet plus your receipts or PDFs, sorted into folders by month.
This month
Last month
This year
Last year
All
Invoices that have been issued (not drafts). Estimates that are accepted or invoiced. Expenses are always all included.
A spreadsheet at the top, plus folders named by month (for example 2026-07) holding your receipts or PDFs. The spreadsheet has a File column that points to each file.
Yes. Amounts are real numbers you can total, and there is a formatted column too so it reads like the app.
Large exports with lots of receipts or PDFs take longer to gather. If one is very large, we will suggest a shorter time frame, so try exporting one year or quarter at a time.
If a file could not be added, you will find an export-notes.txt inside the ZIP listing what was skipped. The rest of your export is still complete.
Once the export is ready, your device share sheet opens so you can save it to Files, email it, or send it to your accountant. On the web it downloads straight to your computer.
