Exporting to Excel

Download your numbers for your accountant, your taxes or your own spreadsheets.

Download a workbook

1. Tap the Excel export tab.
2. Pick one:
   • Download [month] for the month picked at the top of the app.
   • Download [year] for that whole year.
   • Download everything for every record in your account.
3. The file saves to your downloads. On a phone, look in your Files or Downloads app. It opens in Excel, Google Sheets or Numbers.

What's in the workbook

Each workbook has a separate sheet for:

• A summary of revenue, expenses and profit
• Daily revenue and monthly revenue
• Every job with its calculated pay
• Your expenses, repeating bills and other income
• A broker breakdown with unpaid balances
• Totals by truck and by driver

The file is named with your company name and the month or year, so it's easy to find later.

If the download doesn't work

If you see “The Excel tool didn't load”, check your signal and reload the page. If it says “Nothing logged for” that month yet, pick a month that has jobs or expenses in it.

Want a full copy of your account, receipt photos included? See Account settings.