Skip to main content

How can you export receipts for tax purposes?

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

Did this answer your question?