Turn your MoneyFeed transactions into clean, accountant-ready spreadsheets. Filter by date, type or category and download a real Excel workbook or CSV in one click.
Export a proper Excel workbook or a universal CSV — open it in Excel, Google Sheets, Numbers or import into any accounting tool. Receipt exports include two linked sheets — Invoices and Line Items — connected by the MF number.
Narrow by date range, income vs expense, or category so your accountant gets exactly the rows they need.
Every row includes date, amount, currency, category, vendor, description and the VAT/tax line — clean and consistent.
No copy-paste, no cleanup. Hit export and hand the file straight to your bookkeeper or CPA.
Good records only help you if you can use them where your real work happens — in a spreadsheet, in your bookkeeping app, or in an email to your accountant. The export tool on this page takes the expenses and invoices you have captured with MoneyFeed and produces a structured Excel file in seconds, with no retyping and no copy-paste errors.
The process takes three steps. First, choose what to include. Pick a date range — a month, a quarter, or a full tax year — and filter by type if you only want expenses, only invoices, or a single category such as travel or materials. Second, choose your format. Excel (.xlsx) is the best choice when you plan to sort, filter, or run totals; CSV suits importing into other software; PDF suits sending a fixed summary to a person. Third, download and check. The Excel export is organized into clear sheets — an invoices sheet with one row per document, and a line-items sheet with the individual lines from each document, linked back by the document's reference number. Open the file, glance at the totals, and confirm they match what you expect before you rely on them.
Worked example. A self-employed designer exports her second quarter. The file contains 87 expenses and 23 invoices. The invoices sheet totals $31,450 billed; the expenses sheet totals $6,920, including $412 of sales tax in its own column. She filters the expenses by category to check her software subscriptions ($540 for the quarter), then sends the same file to her bookkeeping app as a CSV import and a PDF copy to her files. Ten minutes, start to finish — versus an evening of typing from a shoebox.
A few tips get the most from every export. Export monthly, not yearly: small files are easier to check and errors are easier to trace. Keep the column layout consistent so imports into your bookkeeping app map cleanly every time. And at tax time, export the full year and include it in the folder you hand to your CPA — a clean spreadsheet with the source records behind it is exactly what a tax preparer wants to see. MoneyFeed is a WhatsApp tool that works with any bookkeeping app: capture happens in chat, and exports like this one carry the records wherever they need to go. Text It. Snap It. Books Ready.
Excel files keep sheets, columns, and formatting, and are best for reviewing and analyzing your records. CSV is a plain format that imports cleanly into bookkeeping apps and other software. PDF is a fixed document, best for sharing a summary with a person, such as your CPA.
The export uses two linked sheets: one row per invoice or receipt on the main sheet, and the individual line items on a second sheet. A shared reference number connects each line item to its document, so totals always reconcile.
Yes. Choose any date range before exporting, and filter by record type or category if you only need part of your data.
The CSV export uses a standard column layout that common bookkeeping apps accept for expense and invoice imports. MoneyFeed works with your existing app rather than replacing it.
Yes. Tax amounts are captured in their own column, separate from subtotals, which makes it easier to reconcile what you paid and to report figures correctly at tax time.
Open the Export Center in MoneyFeed, choose your date range and filters, and click "Download Excel". You get a ready-to-use .xlsx workbook of all your transactions.
Yes. CSV is available alongside Excel, so you can import your data into any spreadsheet or accounting software.
Yes. Filter by date range, income/expense type and category before exporting, so the file contains exactly what you need.