Exporting Data

Updated on 01 Feb 2025
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The Export Screen

You can export your data in the mobile app through the "Export" screen or through our 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.

Click here to view export types and previews.

Ways to share an export

Excel/CSV: Email
Report/Invoice PDF: Email, share link, direct download
Summary PDF: Email, share 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

Mobile App

Tap the “Dashboard” tab (bottom-left) or gear icon (top-left)
Tap “Download Data”
Select an export type
Tap the date to select a date range and apply any “Filters” if needed
Tap “Advanced Options” for: Download images (Not available for Summary PDF), Split By User (Excel/CSV only)
Tap the blue export button to view a preview and then again to export it (Excel/CSV doesn’t have a preview)

Web App

Open the web app
Click on “Export”
Select the file type
Select the data you want to export (Transactions or Drives)
Select the date range
Apply the desired filters
Select any desired additional settings
Click on “Download”

For older app versions

To get to the export screen

Tap the gear icon (top-left)
Tap "Download Data"
Select an export format
Customize export if needed
Tap the blue export button at the bottom

To export drives via CSV

Tap the gear icon (top-left)
Tap "Download Data"
Select "Excel/CSV"
Tap "Export - Expenses"
Select "Drives as Excel/CSV"
Customize export if needed
Tap the blue export button at the bottom

To export your data via email

Enter the recipient's email (top)
Customize the export if applicable
Tap the blue export button at the bottom

To change the export type

Tap "Export Format" at the top
Select the desired export type

To change the date range (month, quarter, year, etc.)

Tap "Range"
Select the desired range
Tap the date to select the desired date

To directly download a report via Export History

After exporting a report via email, return to the export screen
Tap "History" (top-right)
Tap the desired export to download it

This will directly download the export to your device.

To exclude or only export certain transaction types (e.g., tax-deductible only, trips, income, expenses, etc.)

Tap the “Dashboard” tab (bottom-left)
Tap “Download Data”
Tap the desired export type
Tap “Filters”
Scroll down and uncheck the transactions you want to exclude (E.g., “Nondeductible”, “Include Income”, “Include Trips”)
Tap “Apply Filters”
Tap the blue export button

To include or exclude receipt images

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 Images Separately” box before exporting data to include images.

To directly download recent exports (mobile app only): 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.