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, income, expenses and net per currency, and the full transaction list. 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 columns: Date, Description, Category, Subcategory, Type, Amount, Currency, Notes, Paid by, Payment method and Group. The headers stay in English in every language, so the file opens cleanly in Excel, Google Sheets and most accounting software.
Formatted for spreadsheets
Generated via ExcelJS — not the xlsx package. Proper column widths, header formatting, and number formatting that Excel respects. Ready to use without any cleanup.
How to generate a report
Open the Reports screen
Open Reports from the Home dock, or from Profile → Reports. One screen holds the cashbook, the date range and the format.
Select a cashbook and date range
Choose a cashbook, or All cashbooks, and set the date range. Quick ranges are This week, This month, This year and Last 30 days, or set From and To yourself. You can report on any period from a single day to multiple years.
Choose your format
Choose PDF, CSV or Excel, then tap Export. Folko builds the report on your phone and shares it from there — no server involved. Larger reports can take a few seconds.
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, one row each. CSV and Excel carry Date, Description, Category, Subcategory, Type, Amount, Currency, Notes, Paid by, Payment method and Group. Nothing is summarised away — you get the full list.
Balance summary
Total income and total expenses for the period, plus the net, shown per currency in the PDF. Different currencies are never added together. Answers the question "where did we end up" at a glance.
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. 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. 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 and column headers). CSV is available on every plan; PDF and Excel are available on Plus and Max 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?
CSV export is available on every plan; PDF and Excel report export is available on Plus and Max tiers. Plus starts at $2.99/month or $25/year. Max starts at $4.99/month or $42/year. The free tier includes unlimited transaction logging and Spending Overview charts — your data is always accessible inside the app at no cost.