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Articles on: Sprwt Supprt

How do I export my accounting data for my accountant?


The Transactions page itself has no export button. Use the two reports in the Accounting menu: Profit And Loss Report and Cash Flow Report. Set the date range, then click Export CSV at the top of the report to download the table (profitlossreport.csv / cashflowreport.csv). The P&L report groups your categorized transactions into Income, Cost of Goods Sold, Gross Profit, Operating Expenses and Net Profit; the Cash Flow report groups them into Operating, Investing and Financing activities, plus a separate Starting/Ending Balance overview. Categorize and review your transactions first so the reports are accurate.

Where to find it: /admin/stats/profitloss