Help centerSee and export
Reports and export
Reports turn a cashbook and a date range into a file you can keep, print or open in a spreadsheet. The file is made on your phone.
How to do it
- Open Reports from the Home dock, or Profile → Reports.
- Choose a cashbook, or All cashbooks.
- Pick a Quick range such as This month, or set From and To.
- Choose the format: CSV, XLSX (Excel) or PDF.
- Tap Export and send the file wherever you like.
Power-user tips
- CSV and Excel files include who paid and the payment method, plus the splits and your mileage when there are any.
- Totals are per currency. Different currencies are never added together.
- All cashbooks includes archived ones, which makes it handy for a yearly export.
- With work mode on, the same screen has a Work report for the tax year.
CSV export is on every plan. PDF and Excel (XLSX) are included with Plus and Max. In a shared cashbook, the owner’s plan covers its Members.
Still stuck? Email support@folko.io or see Support. A person from the Folko team will answer.