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Exporting Reports
Generate CRA-compliant CSV reports to share with your accountant.
WebiOSmacOS
Export a CRA-compliant CSV of your transactions, broken down by T1 General category.
Steps
- 1Go to the Export page from the sidebar.
- 2Select the Tax Year you want to export.
- 3Toggle Include Personal (Non-Deductible) to include personal expenses in the export.
- 4Toggle Include Income (Non-Expense) to include income/deposit transactions.
- 5Click Export to CSV to generate the file.
- 6Click Download when the file is ready.
What's in the CSV
- Date, description, amount, category
- HST amount and net amount per transaction
- CRA T1 line number for each category
Category Summary
The Export page shows your spending broken down into CRA T1 categories as coloured tiles. Click any tile to jump to those transactions.
Share the exported CSV directly with your accountant — every column maps to a CRA T1 line item.
Related Help Topics
Signing In
How to create an account and sign in with email or Apple ID.
Dashboard
Your financial overview — stat cards, charts, and key metrics.
Upload Bank Statements
How to import your CSV or XLSX bank exports into ExpenseFlow.
Transactions
Viewing, filtering, searching, and managing your imported transactions.
Can't find what you need? Email our support team.