What Will the Data Export Look Like? – Everlance Help Center

Our data export feature makes reviewing mileage and transactions a breeze by giving you an in-depth look at the data that is currently saved to your Everlance account. Let's take a peek at what an Everlance Data Export includes and looks like:

Trips

When you open your Trips Export, you'll see all of your trip information. This includes the value of each trip, miles driven, to/from locations, date of the trip, tags, purposes, map image, track method, start/end times, duration, vehicle, mileage total, and any notes that you may have added.

Example Trip CSV Export

Example Trip PDF Export

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Map images are included for each trip in the PDF Exports

Transactions

When you open your Transactions Export, this will include expenses and revenues. You'll see the amount, date, merchant, category, purpose, tags, bank description, bank account, receipts, and any notes that you may have added.

Example Transaction CSV Export

Example Transaction PDF Export

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Learn how to Generate a Data Export here!

Don't Forget!

You can choose to filter exports for whatever date range you'd like; weekly, monthly, bi-monthly, or annually. It's all up to you!
If you do not receive the email, just go to your email client's contacts, add support@everlance.com, and export your data again.
Your export is sent to the email address on file. Be sure that it's up to date with any changes!
All members can request to have their data exported and sent as a spreadsheet/CSV file. Starter and Professional accounts have additional access to PDF and Excel exports.
If you've attached a receipt to a transaction, the receipt will appear as a URL (web link) that you can either click on or copy and paste into your internet browser.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.

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