Export your figures for an accountant
Download Excel and CSV reports: all transactions, monthly reviews and the asset register.
- Open Money and scroll to Export Reports.
- Pick a tab: Monthly Review, HMRC SA103F, Company P&L, Universal Credit, All Transactions or CSV Export.
- Download the file, then send or save it.
The All Transactions download includes notes, the source of each line, and whether it counts in your totals. It also has an Asset register sheet.
Full data export is part of the Business plan.
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