Reports and export
View spending and export for taxes or accountants.
Where to find reports
In the app, open Reports. You can see Spending overview, By category, By day, Shared balances, Top merchants, Recurring, and a Full report. Pick a period: Today, Week, Month, or Year.
Category breakdown
Reports show spending by category with totals and percentages. Use By category for a chart and list.
Export CSV or PDF
From Reports or the Export report type, choose Export CSV or Export PDF for the selected period. Exports count toward your monthly limit on the free tier.
Tax export
Export data for your accountant or tax prep. CSV includes date, amount, currency, category, merchant, and note. PDF gives a readable report with the same data.