Export Your Financial Data to CSV/PDF — Give Your CA Clean Records

Every Year, the Same Panic

March: your chartered accountant calls. "Send me your income and expense records for the year." The next 3 days are chaos — digging through bank statements, searching WhatsApp for bill photos, trying to remember cash transactions from July. Sound familiar?

Why CAs Love DhanRakh Users

When you track expenses with DhanRakh throughout the year, ITR season becomes simple. DhanRakh generates reports your CA actually wants:

• Categorized expenses — each transaction tagged: rent, groceries, transport, business, medical
• Income records — daily, weekly, monthly income logs with source
• Date-stamped — every entry has an exact date, not "sometime in November"
• Payment mode — cash, UPI, card — separated for easy reconciliation
• Annual summary — total income, total expenses, net savings, category-wise breakdown

Export Formats

DhanRakh supports two export formats:

• CSV — open in Excel, Google Sheets, or any accounting software. Perfect for CAs who need to manipulate data
• PDF — formatted, printable report with your name, date range, and summary. Professional-looking and easy to share

Both formats can be exported for any date range — last month, last quarter, full financial year, or custom dates.

What the Export Includes

The exported report contains:

• Transaction date
• Amount (income or expense)
• Category
• Payment mode (cash/UPI/card)
• Description/notes
• Recurring flag (monthly bills vs one-time)

Share via WhatsApp or Email

Export and share directly — WhatsApp the CSV to your CA, email the PDF to yourself for records, or save to your Google Drive. No complicated steps, no desktop software required.

Available in Premium Plan

CSV and PDF exports are included in DhanRakh's Premium plan (₹99/month). Track all year for free, then export when you need it. One month of Premium during tax season costs less than one hour of your CA scrambling to make sense of your receipts.