Expense Capture & Tax Export

YardPath keeps a running, categorized ledger of your business expenses right alongside your mileage, built from photographed receipts or entries you type in by hand. Every expense carries the four fields the IRS asks for, date, amount, vendor or payee, and business purpose, no matter how it was captured. What you need to track, and how it’s classified, is between you and your tax professional, YardPath is a recordkeeping tool, not tax advice.

Where it lives

Open the Finances tab and switch to the Expenses segment. You’ll see the year’s running total up top, a Capture Receipt banner, and your expenses grouped by category or month below it, whichever grouping you prefer. A tax-year picker lets you flip back to a prior year without losing your place.

Capture a receipt

Tap Capture Receipt and photograph it, right there in the app, nothing is saved to your Photos library. YardPath reads the total, the date, and the vendor off the receipt on your device and suggests a category, then hands you a review screen where every field is editable before anything saves. Nothing is filed automatically behind your back.

No receipt to scan? Add the expense by hand instead, same required fields, same category picker, and it lands in the same ledger.

The categories that ask a bit more

Categories are aligned to Schedule C, fuel, equipment, repairs & maintenance, supplies, insurance, licenses, advertising, software, and more. Two of them ask a couple of extra questions, because they’re the ones an examiner is most likely to look at twice:

• Meals need who was there and what you discussed.
• Tolls & Parking needs where the trip was going.

That Tolls & Parking category is only for out-of-pocket costs, the toll itself, the parking fee, not the miles you drove. Business mileage is a separate deduction, logged as a trip, not an expense, and the capture screen offers a Log mileage instead shortcut right there so the two never get tangled together. See Tracking mileage for how that side is recorded.

Every expense also requires a business purpose in its own field, not buried in a notes box, so a saved expense is never just a dollar amount with no explanation attached.

Export for taxes

From Finances → Expenses, export the selected tax year as a PDF (a categorized ledger plus a page of receipt thumbnails) or as a CSV you can open in a spreadsheet, vendor, category, amount, business purpose, and the meal or trip details where they apply. Your mileage deduction rides along in the same PDF as its own line, so vehicle costs and out-of-pocket costs land in one packet instead of two different apps. Hand either one to your accountant.

Where your receipts live

Receipt photos are stored in your own iCloud Drive, in Files → YardPath → Receipts, not in your Photos library and not on any YardPath server. Reveal Receipts in Files, in Settings → Expenses, opens that folder directly. They stay there until you delete the expense, deleting one deletes its receipt too. Capturing and saving an expense never makes a network call, it works exactly the same with no signal as it does with a full bar.

Settings

Settings → Expenses is also where the Home Base address and IRS mileage rate live now, alongside the receipt-storage note and your mileage capture mode (see Tracking mileage for what that toggle does).

If your subscription lapses

Nothing about expenses is gated by your subscription. A lapse drops you back to the free tier, where capturing receipts, editing your ledger, and exporting a report all keep working exactly as before, the only thing that changes is the 10-customer cap. See Subscription & billing and Free tier limits.

Review your ledger before you export it, the same way you’d review a mileage log, correct anything that looks off, and confirm with your tax professional what your situation actually requires.