Reports & export

Go to Settings → Reports & Export. Each button creates the file and opens the share sheet, so you can save it to Files, email it, or AirDrop it.

Reimbursement report

Proof of what you’ve spent out of pocket and reimbursed, for your records, your tax preparer, or an IRS request.

1. Choose a Period: All Time or a single year.
2. Next to Statement, tap PDF or CSV.

The report lists every out-of-pocket expense and reimbursement with its provider, patient, and receipt status. Reimbursements are applied to your oldest expenses first, so each expense shows as Fully Reimbursed, Partially Reimbursed, or Not Reimbursed, with a running balance.

For a single year, the PDF summary shows your starting balance, new expenses, reimbursements taken, and ending balance.

Receipts ZIP

Next to Receipts, tap ZIP for every receipt in the period, organized into year and month folders. File names start with the date, provider, and amount.

All transactions

Under All Transactions, choose a Date Range and tap CSV next to Export Data. It includes every expense, contribution, reimbursement, and reconciliation, and opens in Numbers, Excel, or Google Sheets.

Exporting a selection

To export just some transactions or receipts, select them on Expenses or Search and use Export Transactions or Export Receipts. See Search & batch edit.

Tip

Export a receipts ZIP and an All Time report once a year and store them somewhere safe, like iCloud Drive or a backup drive.