PDF Reports
Overview
The Reports page offers two ways to export your expenses as PDF. Both respect your current filters and date range, so you export exactly the data you are looking at.
Use reports for tax filing, reimbursement claims, team expense tracking, or personal budgeting records.
Export Types
Export Summary
A quick PDF generated on your device. Includes:
- Date range and active filters
- Total spending amount
- Spending breakdown by category, tag, or member (depending on the active tab)
- Chart visualization of spending
Tap the menu in the top-right corner of the Reports page and choose Export Summary. The file is ready instantly — save it or share it via the system share sheet.
Expense Report
A detailed PDF with your actual receipt images, generated on our servers and sent to your email. Includes:
- Cover page with date range, receipt count, total amount, and category breakdown
- Individual pages for each receipt with merchant, date, amount, and the receipt image
- Member names for shared project reports
- Tags (optional)
Tap the menu in the top-right corner and choose Generate Expense Report. The report is processed in the background and delivered to your email with a download link that expires after 3 days.
CSV Export
Export from the Receipts Page
Looking for a spreadsheet? CSV export lives on the Receipts page, not the Reports page. Tap the menu on the Receipts page and choose Export to get a CSV file with one row per line item:
- Transaction ID, date, and merchant
- Item description, unit price, quantity, and total
- Currency and category
- Tags (optional)
The CSV opens in Excel, Google Sheets, Numbers, or any accounting software. Use it when you need to do your own calculations, pivot tables, or imports.
Tips
Filters Carry Over
Reports export exactly what you see on screen. If you have filtered to a specific category, tag, or member, the export only includes those matching expenses. Clear filters before exporting if you want the full dataset.
Common Use Cases
- Tax filing — Export a year's worth of business expenses as CSV for your accountant.
- Reimbursement — Generate an expense report for a business trip to submit to your employer.
- Team tracking — Export a shared project's member breakdown to see who spent what.
- Personal budgeting — Download monthly summaries to track spending trends over time.