Requirements
Plans: Pro and Pro Plus (Starter: Day view only)
Payments report: Goldie Payments enabled
Expenses report: Pro Plus
Goldie lets you export detailed records of your appointments, payments, products, and expenses to help with tax filings.
Export from the iOS or Android App
Go to Menu (☰) → Reports.
Open the Appointments, Payments, Products, or Expenses report.
Choose the time period at the top of the screen. For a full tax year, use Year or Custom.
Tap Export.
A confirmation message confirms the report is on its way. Goldie emails a PDF and an Excel (XLSX) file to the email address on your Goldie account within 15 minutes.
Export from the Web App
Open the report, choose the time period, and click Export. The files download straight to your computer as a ZIP file, so no email is sent.
Didn't Receive Your Export?
Exports from the mobile app can take up to 15 minutes to arrive. If you still don't see the email, check your spam or promotions folder.
Exports are sent to the email address on your Goldie account. If that address is old or incorrect, update it in your User details and export the report again.
Exporting After a Plan Change
Planning to downgrade? Export the periods you need first. Learn more in Can I Access My Reports After Downgrading?.
To export your client list instead, see How do I export my Goldie data?.
Note: Goldie doesn't provide tax advice. For guidance on your tax obligations, please contact a local tax professional.
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