Exporting Financial Data

You can export your financial data from Cattle360 to share with your accountant, keep offline records, or import into other accounting software.

What You Can Export

  • Transaction list — All transactions for the selected date range, including date, description, amount, category, vendor, and type.
  • Profit & Loss report — Category-based income and expense summary.
  • Profitability report — Group and tag-based profitability breakdown.

How to Export

  1. Navigate to the financial view or report you want to export.
  2. Set the date range to the period you want.
  3. Click the Export button.
  4. Choose the export format if prompted.
  5. The file downloads to your device.

Tips

  • Export before tax season. Pull your full-year transaction list and Profit & Loss report for your accountant.
  • Filter first, then export. Apply any category, vendor, or type filters before exporting so the file contains only the data you need.
  • Verify the date range. Double-check that the date range covers the full period you need before exporting.