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Overview

When it’s time to hand your numbers to a bookkeeper or tax preparer, you don’t want to retype anything. Knead lets you export your key reports as CSV files — clean spreadsheets your accountant can open in Excel, Google Sheets, or their tax software. Each file is scoped to a single calendar year, so you download exactly the year they asked for.

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Which Reports You Can Export

A CSV download button now sits on each of these screens: Each {year} is replaced by the calendar year you’re viewing — for example, expenses-2025.csv.

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How to Export a CSV

The steps are the same on every screen:
  1. Open the report — P&L, Expenses, Mileage, Jar → Payments, or Schedule C from the sidebar.
  2. Use the year selector to pick the calendar year you want.
  3. Tap the CSV button (Schedule C also has a PDF button).
  4. The file downloads to your device, named for that report and year.
The Profit and Loss report with a year selector and a CSV export button That’s it — email the file to your accountant or drop it in a shared folder.

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What’s in Each File

  • Profit & Loss — your revenue, Stripe fees, and expenses by category, laid out the way the on-screen report reads.
  • Expenses — one row per expense with the date, vendor, category, and amount.
The Expenses list, which exports to a CSV with date, vendor, category, and amount for each row
  • Mileage — one row per trip with the date, purpose, miles, and the IRS rate it was logged at.
The Mileage list, which exports to a CSV of every business trip for the year
  • Payments — every customer payment from The Jar, with client, amount, and date.
  • Schedule C — your income and expenses rolled up by IRS Schedule C line, ready for your preparer.
Pro tip: Export all five for the same year in one sitting and send them together. Your bookkeeper gets the full picture — income, spending, mileage, and the tax-line rollup — without a single follow-up email.
Good to know: Before you export the Schedule C file, clear any uncategorized-expense warning so every dollar lands in the totals. See The Schedule C Worksheet.
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