Now you can export all your records, plus reports, to use anywhere else.
Export options
Export Reports (Tax summary or Profit and Loss)
Export PDF/CSV of all your income and expenses
Export Reports
Receive a full self-assessment summary delivered to your mailbox. Your Tax Summary includes a breakdown of your income and expenses, profit and tax.
Profit and Loss reports provide an overview on your income and expenses.
Open up your income or expense history drawer
Choose the dot-stack in the top-right corner of your history
Choose Export data
And select Tax Summary or Profit and Loss
Check your email
Export Income and Expense data
Receive a breakdown of all your income and expense data delivered to your mailbox. You can choose between CSV and PDF format.
PDF provides income and expense data and photos of receipts or invoices
CSV provides a spreadsheet of your income and expense data
Open up your income or expense history drawer
Choose the dot-stack in the top-right corner of your history
Choose Export data
And choose export income/expenses data
Choose whether you want to export as CSV (spreadsheet) or PDF formats
Check your email