Reports & exports

Your expense log, PDF and CSV exports, sending to your CPA or tax professional.

Letter templates and the medical-expense reference
Free templates and tools for documenting celiac costs — a doctor's letter for Schedule A, insurance-appeal and employer-reimbursement letter generators, and a searchable reference of what counts.
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Generate the CPA-Ready Report
Three taps from the Reports tab to a PDF and CSV on your machine.
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Reading your expense log
Items, Travel, and Medical tabs; filtering by category; editing entries.
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Set your AGI threshold
Two-line setting in the app; the longer 'why 7.5%' explainer is on Resources.
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