Data Export

Export Formats

Every report supports three export formats. Click the corresponding button at the top of any report:

• PDF — Formatted document with company name, report title, and date range. Opens in your default PDF viewer.
• CSV — Comma-separated values for Excel or Google Sheets. Opens a save dialog.
• XLSX — Excel workbook with formatted headers and number columns. Opens in your default spreadsheet app.

Available Reports

AllMy Ledger includes 12 reports. All can be exported in any format:

• Profit & Loss — income and expenses for a period
• Balance Sheet — assets, liabilities, and equity at a point in time
• Cash Flow Statement — where cash came from and went, by operating/investing/financing activities
• Trial Balance — account balances for verification
• Journal — chronological record of all journal entries
• General Ledger — complete transaction history by account
• AR Aging / AP Aging — outstanding invoices and bills by aging period
• Customer Statements — unpaid balances or full activity history per customer
• 1099 Contractor Summary — contractor payment totals for tax reporting
• Schedule C — income and expenses mapped to IRS Schedule C lines

See Reports for detailed descriptions of each report.

Export Invoices

Export individual invoices as PDF to send to customers:

1. Open the invoice
2. Click Export PDF
3. Save and email to your customer

Sharing with Your Accountant

Most accountants prefer PDF reports. Export your Profit & Loss, Balance Sheet, and Cash Flow Statement, then email or share via cloud storage. If they need the raw data, export as XLSX or share a copy of your .aldb company file.