Export formats
Spreadsheets, reports and expense claims.
Every sample below was made from the same three example documents shown on the home page. Download them to see exactly what your accountant, your employer or your spreadsheet will receive. Every export is included on the free plan.
Spreadsheets and reports
One row per document, or one row per line item: date, merchant, category, subtotal, tax, tip, total, currency, payment method, invoice number and project, with tax lines and custom fields included. As Excel, CSV or a printable PDF of any project or selection.
Expense claim
Claimant, organisation, reference, approver, purpose and period on the cover, every expense by date with subtotals by category, and signature lines. Download it as a ZIP with every original receipt included. On Pro, your company logo is printed at the top.
| Format | Contents | Report | |
|---|---|---|---|
| Excel | A spreadsheet with one row per line item, ready for your accountant. | Spreadsheet, per line item | ↓ |
| CSV | Plain rows that open anywhere and import into your accounting software. | Spreadsheet, per document | ↓ |
| CSV (itemised) | One row per line item, with the document details repeated. | Spreadsheet, per line item | ↓ |
| A clean, printable summary of a project. | Report | ↓ | |
| Expense claim | The complete claim as a PDF, ready to send. | Expense claim | ↓ |
| ZIP | The claim plus every original receipt, in one download. | Claim + receipts | ↓ |
| Split summary | For a project split among friends: balances, the transfers that settle up, repayments, and each person’s documents and lines. As CSV, Excel or PDF. | Split |
Samples are generated from the example data on this site.
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