CSV is useful for sorting and calculations. PDF is useful when you need a stable, readable report for reference, printing, or reimbursement.

Choose CSV for calculations

Open CSV exports in spreadsheet software to group or total expenses.

  • Review fields first
  • Use consistent categories
  • Select the correct date range

Choose PDF for reports

PDF preserves a fixed layout that is easy to review and share.

  • Confirm dates and totals
  • Review the finished document

Keep records secure

Expense files may include financial and location information.

  • Use private storage
  • Send only to intended recipients