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Downloadable reports let you export a structured summary of your subscriptions — useful for expense reviews, tax preparation, or sharing with a finance professional. Reports are available on the Business plan.
If you’re on the Free, Personal, or Family plan, you’ll need to upgrade to Business to access reports. See compare plans for a full feature breakdown.

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What reports include

Each report covers the subscriptions in your account at the time of export. Reports contain:
  • Subscription name and category
  • Full cost and billing cycle
  • Cost offsets (shared costs and reimbursements) and your effective cost
  • Start date, renewal date, and status (active or cancelled)
  • A summary row with totals for subscription count, full cost, offsets, and your cost

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Filtering your report

Before downloading, you can narrow the data using the filters at the top of the Reports page:
  • Period — choose a preset (Last 30 days, Last 90 days, Last 12 months, All time) or click Custom to pick your own date range.
  • Category — limit the report to a single category, or leave it on All categories.
  • Status — show All, Active only, or Cancelled only.
The summary row above the table updates as you apply filters, so you can see totals for the current view before exporting.

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How to download a report

1

Navigate to Reports

Sign in to SubLedger at app.mysubledger.com and click Reports in the top navigation. The Reports link appears only on the Business plan.
2

Apply filters

Use the period, category, and status filters to narrow your report to the data you need.
3

Choose a format and download

Click the export button for your format: CSV, XLSX (Excel), or PDF. The file downloads to your device.
CSV is best for importing into other tools. XLSX preserves formatting for spreadsheet review. PDF generates a formatted table suitable for sharing with a bookkeeper or attaching to an expense report.
Subscriptions older than three years are archived automatically and drop out of new reports. Export anything you need to keep for long-term records.

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Bookkeeper access

The Business plan also includes bookkeeper access, which lets you invite a bookkeeper or accountant to work with your subscription data directly — no need to forward files manually.
1

Open your profile

Click Profile in the top navigation.
2

Find the Bookkeeper Access card

Scroll to the Bookkeeper Access card on your profile page.
3

Invite your bookkeeper

Enter your bookkeeper’s email address and click Send invite. They’ll receive an email with a link to accept.
Bookkeeper access is not read-only. Once your bookkeeper accepts, they can view and edit your subscriptions, offsets, and reports. They cannot change your plan or billing details, or invite other bookkeepers. See bookkeeper access for the full breakdown.

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Upgrading to Business

If you’re not yet on the Business plan, you can upgrade from the Pricing page at any time.

Compare plans

See all features across Free, Personal, Family, and Business plans.