We’re excited to introduce a powerful new feature at ExpenseMonkey that simplifies one of the most important parts of business finance: reporting. You can now generate PDF expense reports directly from your dashboard — fast, easy, and formatted to look professional from the start.
This feature is available to all users, including those on the free plan. Whether you're a freelancer sending receipts to a client, a small business preparing for tax season, or a finance manager organizing expenses across departments, PDF reports are the fastest way to get a clean, shareable summary of your spending.
What Is a PDF Expense Report?
A PDF expense report is a downloadable, print-ready file that includes a structured summary of your tracked expenses. It’s an essential tool for anyone who needs to:
- Organize business expenses by date, category, or project
- Prepare documentation for tax purposes
- Share spending summaries with clients or accounting teams
- Keep audit-ready records for internal or external reporting
ExpenseMonkey’s new feature allows you to generate these reports automatically, based on the filters you apply — no spreadsheets, no manual formatting.
What’s Included in the PDF Report?
Each PDF expense report generated in ExpenseMonkey can optionally include:
- Custom date range for filtering transactions
- List of all expenses with details (amount, vendor, date, etc.)
- Expense categories and project tags
- Tax info (VAT or Sales Tax), if available
- Attached receipt images, embedded for convenience
- All your comments and notes
- Clean, organized formatting optimized for sharing and archiving
Whether you're reporting on monthly project spending or preparing a year-end financial overview, this report format saves time and improves clarity.
Who Should Use This Feature?
The PDF report feature was built for all types of users, including:
Freelancers and Self-Employed Professionals
Easily create a polished expense summary to send with your client invoice, prepare for tax filing, or justify reimbursable costs.
Small Business Owners
Keep your financial records organized with downloadable reports that help you monitor team spending, project budgets, and recurring costs.
Accountants and Bookkeepers
Skip the manual data entry. Use PDF exports from your clients’ ExpenseMonkey accounts to quickly categorize spending and close the books.
Internal Teams and Managers
Generate reports to track travel expenses, department budgets, or ad-hoc projects — all in a consistent format that’s easy to read and review.
How to Generate a PDF Expense Report in ExpenseMonkey
Creating your PDF expense report is quick and intuitive. Here’s how it works:
- Log in to your ExpenseMonkey account
- Go to Reports
- Use filters to choose the date range, users, categories, or projects you want to report on
- Click on the “Generate PDF Report” button
- Review and download your report instantly
That’s it — your expenses are now formatted, summarized, and ready to be shared with clients, accountants, or anyone who needs a professional overview.
Why PDF Reports Are Better for Expense Management
While CSV and Excel exports are great for in-depth analysis, PDFs are ideal for communication and compliance. With a PDF, you ensure that:
- The formatting stays consistent across devices
- No accidental edits or formula issues occur
- Receipts and tax fields are embedded directly
- Reports are easy to store, send, and print
ExpenseMonkey’s PDF feature eliminates the friction of having to reformat spreadsheet data or manually attach receipts to each line item. Everything is packaged neatly into a document that’s ready for action.
Available on All Plans
We believe essential reporting features shouldn’t be locked behind a paywall. That’s why PDF expense reports are available to all users, including those on the free plan.
Whether you're just starting to track expenses or managing finances across a growing business, you can take advantage of this tool at no extra cost.
Start Generating Your PDF Reports Today
If you already use ExpenseMonkey, log in now and try generating your first PDF report. If you’re new to the platform, sign up for free and experience how simple expense reporting can be.
With smart filters, auto-attached receipts, and consistent formatting, ExpenseMonkey takes the stress out of reporting — so you can focus on what matters most.
