How to export receipts to CSV — for your accountant or a budgeting app

Short answer: Settings → Export → Add profile. Pick Custom for your own column layout, a saved profile to reuse one, or a budgeting-app preset (YNAB, Monarch, Quicken, Goodbudget, and a few others) for a ready-made layout. Filter which receipts go in, check the live preview, tap Export, then Share or Download the CSV. No account, no upload — the file is built on your device.

The mechanics are simple. What's worth walking through is when each option actually applies, because "export" covers a few different jobs that don't need the same setup.

Exporting for a bookkeeper or accountant

If you freelance or run a small business in the Philippines, "send me your expenses as a spreadsheet" is a recurring request, usually every quarter around BIR filing.

Open Settings → Export. First time here, it's empty — export needs at least one scanned receipt, and this screen is where your saved setups live once you have one. Tap Add profile → Custom for Resiboo's own five columns: date, merchant, category, total, tags. That's usually all a bookkeeper's template wants.

The builder screen that opens has no "create" or "save" step — the profile already exists the moment it loads, and every change you make (name, columns, whether expenses show as negative numbers, category mapping, date format) auto-syncs back to it as you go. Name it something you'll recognize later — "For my accountant" — set the Date filter chip to the quarter you're filing, and check the live preview. It shows every row exactly as it'll appear in the file — cleaned-up merchant names, grouped by day, with a per-day and grand total — so you can catch a wrong total before it's in someone else's spreadsheet. Tap Export, then Download for a CSV saved straight to a Resiboo Downloads folder (visible in Files on iOS, no prompt), or Share to send it directly.

Next quarter, the same profile is sitting in the Export list — tap it instead of rebuilding the columns, and use the New since last export chip (see below) to skip receipts already sent.

Exporting into a budgeting app

If you want your spending inside YNAB, Monarch, Quicken, Quicken Simplifi, Goodbudget, PocketSmith, Lunch Money, or Actual Budget, use that app's preset instead of Custom. Add profile → pick the app.

A preset isn't just a renamed version of the default columns — it carries that app's real CSV layout, its expected date format, its negative-amount convention, and a map from Resiboo's category names to that app's categories (matched case-insensitively against your actual categories on the device). You don't configure any of that yourself; the export is built to import cleanly on the other end.

Free accounts can save up to three export profiles — a bookkeeper profile plus a budgeting-app preset already uses two. A fourth saved profile is a Plus feature; the picker shows a small lock on Custom and preset rows once you're at the cap. Two things that stay unlocked regardless: reopening a profile you already saved, and running an export, which is always free no matter how many profiles you have.

Exporting just one trip, or one reimbursement

Not every export needs a saved profile. Say a client is reimbursing a two-day trip and wants only those receipts. Tag the relevant receipts as you scan them — a trip name works well — then go Add profile → Custom and filter by that Tags chip instead of a date range. The preview narrows to exactly those receipts, with its own grand total to confirm against the claim. Export, Share, send it. There's nothing to name or keep.

It's still not thrown away, though — every export, saved profile or not, gets an entry in History (the clock icon at the top of the Export screen), with its own copy of the generated file. If the client asks for it again in a month, open History and re-share or re-download that exact file instead of rebuilding the export from scratch.

Getting only what's new since the last export

Once a profile has run at least once, a New since last export chip appears alongside the usual Date/Category/Merchant/Tags filters. Turning it on narrows the selection to receipts not already covered by that profile's export history.

This is a receipt-ID membership check, not a date cutoff — so a receipt you scanned late, dated back before the last export, is still picked up as new. A profile you already ran a full quarter through, then re-run mid-quarter, only pulls in what's actually been added since.

What export doesn't do

It's a CSV generator, not a sync. There's no scheduled or automatic export, no direct upload to an accounting or budgeting service, and no other output format. Nothing leaves your device until you tap Share or Download — the file travels only when you send it.

If you've been digitizing receipts as you go, the data's already sitting there in the shape these exports need. This is just the door it walks out through when someone asks for it.