Reports & exports

A clean handoff,
with no surprises.

Build an accountant package from approved entries while surfacing every unresolved item.

Accountant export

2026 year-to-date package

Transaction detailCSV with property, date, amount, T776 category, and statusT776 category summaryApproved income and expenses grouped for accountant reviewUnresolved-items reportEvery item that still needs evidence, matching, or approvalExport manifestDate range, basis, included files, and generation timestamp

0 unresolved items will be listed, not hidden.Resolve them in Money before providing final records to your accountant.