Starting today, TrulySmall Expenses now supports CSV exports of your expenses! Now, accessing and utilizing your expense data is even more effortless. Whether you need to send your data to an accountant or download it for tax purposes, you can do so easily right from within the app.
When does exporting my expenses come in handy?
Data accessibility is always an important feature to consider when looking at financial apps. Whether you need to share reports with your accountant, import data into other financial software, or simply want to share your records with someone, exporting in CSV format ensures maximum accessibility.
When you export your expenses from TS Expenses, you can select a specific time period, whether that’s past year, past month, past quarter, or a custom time period. We’ll then organize the data starting with the newest transaction and even include the tax category in which your transaction belongs.
Other data that’s included in the export are:
Date
Merchant
Notes
Payment Method
Category
Amount
Column for each tax configured. Tax amount (not rate) is shown
Total
How do I export my data in TS Expenses
Exporting your data from TS Expenses is super easy.
On the home page under ‘Get Started’, scroll to the right until you see the ‘Get a Report’ option
Select the time period you want
Click ‘Download Report’ and voila!
The easiest expense management and budgeting app
Ready to get a handle on your small business finances? TrulySmall Expenses is the easiest expense management and budgeting app for small business owners. Just connect your bank securely, let us know your budget, and we’ll categorize and organize all of your transactions for you. Try it for free today!
Did you know that using invoicing software not only helps you to get paid faster but also reduces your invoicing costs by 29%? Start sending invoices free today with TrulySmall Invoices!