Exporting your report (PDF and CSV)

Step by step

1. 1

   Open the export

   Tap the download icon at the top of your Accounting tab, then choose PDF or CSV. The report covers whatever period is selected on the tab, so set the period first.

2. 2

   Choose what to include

   For the PDF, four toggles control the detail:

   • Income Details — a line for every completed session.
   • Expense Details — a line for every expense.
   • Category Breakdown — your expenses grouped by category.
   • Client Names — adds client names to the income details (and a Client column to the CSV).
3. 3

   CSV — a flat table for software

   CSV exports one row per income or expense line — date, type, description, gross, studio cut, net, and currency (plus a Client column when Client Names is on). It imports cleanly into QuickBooks, Xero, or Excel.

4. 4

   Generate and share

   Tap Generate and share or save the file. It carries a disclaimer that it's for organising your finances, not an official accounting document — consult an accountant for tax filings.

• Your report only includes the months you actually had the Accounting module active (your free trial counts). Pick a range with months when Accounting wasn't active and those months are quietly left out, with a small note saying which ones.
• This only affects the exported file — everything still shows on-screen as normal.
• The simplest way to get a full year's report is to keep the module on through the year. Re-activating it covers you from then on; it doesn't back-fill past months.

Frequently asked questions

Why is my January missing from the export?

You didn't have the Accounting module active in January, so it isn't included. Re-activating the module covers you from then on; it doesn't back-fill past months.