Budgets and reports
Export your expenses
Download your expenses as CSV, Excel or PDF for your accountant or your own records.
Your data is yours. Download your expenses whenever you need them, for your accountant or your own records.
Export your expense list
On your dashboard, use the export buttons above your expense list. On a phone, tap the download icon.
| Format | Plans |
|---|---|
| CSV | All plans |
| Excel | Pro and Scale |
| Pro and Scale |
The export includes every expense that matches your current search and filters, not only the page you see. To export a month, set the date range in Filters first. To export some expenses only, tick them on the page you see and use the export buttons that appear.
What is in the file
Every export has the same columns: Merchant, Category, Description, Transaction Date, Added On, Amount and Currency. Amounts are plain numbers and the Currency column holds the code, such as USD or EUR, so the file imports cleanly into a spreadsheet or accounting tool. The PDF is laid out as an expense report with page numbers.
Files are named by date, for example expenses-2026-10-08.csv.
A full copy of your data
Exports contain your expense details. For a complete copy of everything in your account, including your receipt files, email privacy@traackly.com from the email address on your account.
If your plan has ended
If your plan ended or a payment failed, you can still download all your expenses as CSV from the screen you see when you sign in.