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How can you export receipts for tax purposes?
How can you export receipts for tax purposes?
Updated over a year ago

You can export all of your receipts CSV or Excel in one simple download.

To export all receipts that have been matched to transactions:

  • Go to the Account screen

  • Tap 'Transactions and statements', select 'Export transactions' and select CSV or Excel export type

  • Select 'Main account' and the date range

  • Toggle to include receipts

  • Tap 'Review export'

  • Tap 'Export'

We’ll give you a unique link that will allow you to share this data securely for up to seven days. However, you can delete this link at any time.

To export individual receipts:

  • Select the relevant transaction on the Home screen

  • Click into the image

  • Press the export icon, which will allow you to export the individual receipt

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