Skip to main content
Exporting Data

Exporting Data & Images

Last updated About 1 month ago

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, Reimbursable, Income Category, Client, Drive Class, Vehicle, Location, Include Expenses, Include Incomes, Include Drives

  1. Tap the “Dashboard” tab (bottom-left) or gear icon (top-left)

  2. Tap “Download Data”

  3. Select an export type

  4. Tap the date to select a date range and apply any “Filters” if needed

  5. Tap “Advanced Options” if applicable. It is not shown at all for Summary PDF

    • “Download Images”

      • For Excel/CSV: If enabled, image files will be included in the zip. If disabled, image URL links will be used in the spreadsheet.

      • For Report/Invoice: If enabled, images are attached as additional pages in the PDF. If disabled, images are excluded from the PDF.

    • Split By User (Excel/CSV only)

      • Splits the transactions into different files by each user in the workspace

  6. Tap the blue export button to view a preview and then again to export it (Excel/CSV doesn’t have a preview)

  1. Open the web app

  2. Click on the “Export” tab

  3. Select the file type

  4. Select the data you want to export (Transactions or Drives)

  5. Select the date range

  6. Apply the desired filters

  7. Select any desired additional settings

  8. Click on “Download”

  1. Tap the “Dashboard” tab (bottom-left)

  2. Tap “Download Data”

  3. Tap the desired export type

  4. Tap “Filters”

  5. Scroll down/right and uncheck the transactions you want to exclude (E.g., “Nondeductible”, “Include Income”, “Include Trips”)

  6. Tap “Apply Filters”

  7. Tap the blue export button

  • Mobile app: Tap “Advanced Options” and enable “Download Images” to include images. Uncheck it to exclude images, as it’s enabled by default.

  • Web app: Check the “Download Receipt Images Separately” box before exporting data to include images. Receipt links are always in the CSV either way.

On the export screen, tap “History” (top-right) ➜ tap any recent exports to download it. If it is a red exclamation mark, please contact customer support.

Walkthrough Demos for Exporting…

Was this helpful?

Still need help? Share an idea