Three formats, three use cases
A raw transaction list isn't useful without the right format for its destination. Folko generates each format properly — not a lowest-common-denominator CSV renamed with a different extension.
Formatted for humans
A clean, print-ready layout with your cashbook name, date range, transaction list, category totals, and a summary balance. Ideal for handing to an accountant or attaching to an expense reimbursement.
Formatted for machines
A flat file with one transaction per row and consistent column headers: date, description, category, amount, currency, converted amount, and member. Imports cleanly into Excel, Google Sheets, QuickBooks, and most accounting software.
Formatted for spreadsheets
Generated via ExcelJS — not the xlsx package. Proper column widths, header formatting, category grouping with subtotals, and number formatting that Excel respects. Ready to use without any cleanup.
How to generate a report
Open the Reports screen
Tap the Reports tab in the main navigation. All your cashbooks are listed with a quick "Generate" button for each.
Select a cashbook and date range
Choose which cashbook to report on and set the date range. Presets include this month, last month, this quarter, this year, and custom. You can report on any time period from a single day to multiple years.
Choose your format
Tap PDF, CSV, or Excel. Large reports take a few seconds to generate as the PDF edge function renders a formatted document server-side. CSV and Excel generate instantly on-device for smaller exports.
Share or save
The native share sheet opens. Email the report to your accountant, save it to Files, AirDrop it to your laptop, or upload to Google Drive. No intermediate steps, no logins to external services.
What reports include
Full transaction list
Every transaction in the selected period: date, description, category, amount in the original currency, converted amount in the cashbook's base currency, and which member logged it.
Category subtotals
Transactions grouped and subtotaled by category. Accountants and employers can scan directly to the category they care about without reading every line.
Balance summary
Total income and total expenses for the period, net balance, and (for shared cashbooks) per-member contribution breakdown. Answers the question "where did we end up" at a glance.
Receipt attachments (PDF)
If you've scanned receipts with the OCR scanner, the PDF export can include receipt images embedded directly in the document — one receipt per transaction page. Useful for expense reimbursement that requires proof of purchase.
Who uses export reports
Tax preparation
Export the full year's transactions to CSV or Excel. Your accountant gets structured data they can work with directly rather than a pile of screenshots.
Business reimbursements
Generate a PDF report of your business trip or monthly expenses with receipts attached. Submit to finance in the format they actually want.
Property management
Track maintenance expenses across multiple properties in separate cashbooks. Export quarterly reports per property for your records or for tenants.
Personal records
Some people simply want an annual export of their finances that isn't locked in an app's proprietary format. CSV gives you data you'll always be able to open.
A note on the Excel format
Folko uses ExcelJS to generate XLSX files — not the xlsx package, which has known security vulnerabilities that multiple finance apps have been caught shipping. ExcelJS produces proper XLSX files with typed cells, formatted numbers, and correct date handling. The output opens cleanly in Microsoft Excel, Apple Numbers, LibreOffice Calc, and Google Sheets without the import warnings or formatting corruption you get from poorly generated XLSX.
CSV exports use UTF-8 encoding with BOM so that Excel on Windows opens them correctly without garbling non-ASCII characters — a detail that matters if your expense descriptions include accented characters or non-Latin scripts from Folko's 15 supported languages.
Frequently asked questions
What formats can I export?
Folko supports three export formats: PDF (formatted for print and easy sharing), CSV (compatible with any spreadsheet or accounting software), and Excel XLSX (generated via ExcelJS with proper formatting, column headers, and category grouping). All three formats are available on Supporter and Patron tiers.
Can I export a specific date range?
Yes. When generating a report, you choose the cashbook and the date range — any start and end date, including presets like this month, last month, this quarter, or this year. The export contains only the transactions that fall within the selected range.
Which tiers include report export?
Report export (PDF, CSV, and Excel) is available on Supporter and Patron tiers. Supporter starts at $1/month or $10/year ($100 lifetime). Patron starts at $5/month or $48/year ($250 lifetime). The free tier includes unlimited transaction logging and Spending Overview charts — your data is always accessible inside the app at no cost.