How can I view and export my financial data?
As a self-employed professional, you are required to file an annual income tax return and submit tax reports periodically. Psylio helps you track your income and expenses and export your financial data in CSV format to support your tax reporting.
Track income and expenses
Throughout the year, record your income and expenses in Psylio to keep a clear overview of your finances. When it’s time to prepare your tax filings, you can review and export this data.
For more details, see: How do I record a business transaction?
Generate a financial report
You can generate a detailed report of your income (Invoicing and Other revenue) or Expenses for a selected period.
Download a report
- Go to the relevant tab: Invoicing, Expenses, or Other revenue.
- Click Download.
- The report will be generated in CSV format.
The CSV file includes all transaction details.
For help opening or editing a CSV file in Excel, see the following article: How do I convert a CSV file to Excel format?
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