Exports
Expense reports your accountant will love.
Choose the cards, the period and the format, and Vellum prepares a beautifully laid out export in seconds, from a single day to every entry you've ever made.
Every format you need
Vellum exports to the formats accountants, bookkeepers and spreadsheets expect, each laid out with care.
- PDF statement: opening, income, expenses and closing balances, every entry with a running balance, and View Invoice links
- Excel workbook: a summary sheet with a chart, all entries, and a sheet for each month
- CSV: clean columns for any spreadsheet or accounting software
- Receipts only: every receipt in one folder, organised by card, year and month
- Accountant Pack: all of the above, together
Exactly the entries you want
Pick one card, several, or all of them, combined into one statement or separately for each card. Choose all time, a year, month, week, day or a custom range, then refine by type, category, amount and whether a receipt is attached.
Named and dated for you
Every file is named with the card, the period and the date it was exported, so your folders stay in order. Recent exports are kept in your export history to share again in a tap.
Questions
Good to know.
Can I export a year of expenses for my taxes?
Yes. Choose Year, pick the cards you want, and export a PDF statement, an Excel workbook or the full Accountant Pack with every receipt.
Does the PDF include my receipts?
The PDF statement includes a View Invoice link for each entry that has one, and receipts can be exported alongside it in the same pack.
Which spreadsheet apps work with Vellum exports?
Excel workbooks open in Microsoft Excel, Apple Numbers and Google Sheets. CSV files work with almost any spreadsheet or accounting software.
More features
Two-tap entries
A keypad built for speed, favourites for what you buy most, and categories that keep everything in place.
Learn more →Receipt scanner
Edges found automatically, pages straightened, details filled in. Multi-page, on-device.
Learn more →Up to 12 cards
Personal, business, travel, savings. Each in its own metal finish and engraving.
Learn more →Multi-currency
Track several currencies on one card and switch between them in a tap.
Learn more →Insights & budgets
Where it all goes, by category and over time, with a monthly budget for every card.
Learn more →Calendar
Every day's spending at a glance, with the busiest days easy to spot.
Learn more →Every penny,
beautifully kept.
Download Vellum and try every feature free for 7 days.