Help

Exports

Download a year as an Excel workbook or a PDF report.

On the web and the iPhone app

Try it

Pick a format and see what’s inside.

Personal 2026.xlsxExcel workbook
  • Overview tab with the year’s totals(can)
  • One tab per month with every entry(can)
  • Amounts in your sheet’s currency(can)

Personal 2026.xlsx: Overview tab with the year’s totals, One tab per month with every entry, Amounts in your sheet’s currency

Sample data. Nothing here changes your sheets.

How to use it

  1. Step 1 of 3: Open a sheet. On the web, click the Export button at the top. On iPhone, tap ≡ at the top right › Sheet settings › Data › Export.
  2. Step 2 of 3: Choose Excel workbook or PDF report. On the web it covers the year you’re looking at; on iPhone, pick this year or one under Earlier years.
  3. Step 3 of 3: On the web it downloads. On iPhone, the Share sheet opens so you can save or send it.

Where to find it

On the web
Sheet › Export button
On iPhone
Sheet settings › Data › Export

Good to know

  • On a sheet with private entries, members other than the owner get only their own entries. Totals stay sheet-wide.
  • Reimbursements get their own section, with a Paid back to you total. They’re never counted as income.
  • Arc Free exports this year. Earlier years are part of Arc Pro.