The Export Screen

You can export your data in the mobile app through the "Download Data" button or through the web app (limited export options). Exporting your data lets you share your expenses and drives with your accountant or consultant. Only you will be able to see your export history.

Ways to share an export

Excel/CSV → Email
Report/Invoice PDF → Email, URL link, direct download
Summary PDF → Email, URL link, direct download

How to Export Data

Available export filters: User, Total, Report, Has Receipts, Missing Receipts, Vendor, Category, Payment Method, Tax-deductible, Nondeductible, Income Category, Client, Drive Class, Vehicle, Location, Include Expenses, Include Incomes, Include Drives

Walkthrough Demos for Exporting…

• By last year

• By all time

• By custom date range

• By a report in the “Reports” tab