Your Financials page already shows your earnings, expenses and trends as charts. When you need the raw numbers, for an accountant, your own bookkeeping or tax time, you can export the underlying bookings as a CSV file.
Financials and CSV export are available on the Pro and Premium plans. Compare plans.
How to export
- Go to Financials at /mentor/financials.
- Pick the time window you want, for example Last 30 days, This year, or Custom to choose your own dates.
- Click Export CSV.
You get a spreadsheet covering every booking whose session falls in that window, cancelled ones included (the status column tells you which).
What's in the file
One row per booking, with:
- Session date and class title
- Attendee name (and "booked by" when the booking was made for a family member)
- Student email and booking status
- Party size
- Amount and tip, with currency
- Payment method, and whether the booking is paid (card payments count as paid automatically, off-platform ones once you mark them paid)
- When the booking was made
Stripe's processing fee isn't taken off the amounts. Your Stripe Dashboard shows fees and payouts.
The file opens cleanly in Excel, Numbers or Google Sheets, including accented names. From there you can total, filter, or hand it straight to your accountant.