What goes into the CSV
ClearLedger exports reviewed receipt fields rather than raw OCR text. The current CSV schema uses the following columns:
Receipt-level values repeat for each line item. That is deliberate: every row remains understandable when it is filtered, copied, or imported into another table.
| COLUMN GROUP | FIELDS | PURPOSE |
|---|---|---|
| identity | merchant, date, receipt_number | Identify and de-duplicate the transaction. |
| payment | currency, payment_method | Keep amount and payment context together. |
| line item | item, quantity, unit_price, item_amount | Create one analyzable row per product or service. |
| totals | subtotal, tax, total | Reconcile the receipt before downstream use. |
Receipt-to-CSV workflow
Upload the original PDF
Use the source PDF rather than a screenshot when possible. ClearLedger accepts text-based and scanned PDFs up to 20 MB and 30 pages.
Review the extracted fields
Check merchant, transaction date, currency, receipt number, payment method, and totals. Use source highlighting and confidence as review aids.
Check every line item
Fix wrapped descriptions, quantities, unit prices, or amounts. Add or remove rows when the receipt layout caused a split or merge.
Reconcile the math
Confirm that subtotal plus tax or additional fees matches the final total, allowing for displayed rounding.
Export the reviewed CSV
The download uses UTF-8 with a byte-order mark so common spreadsheet applications can open multilingual merchant and item names reliably.
Example CSV output
Your export includes all current schema columns. Empty values remain empty rather than being invented.
Five checks before using the CSV
- Confirm the transaction date, not merely the print or order date.
- Make sure the currency matches the amount symbols and receipt context.
- Separate tax, tip, and service fee according to what the receipt actually says.
- Check that every line-item amount belongs to the correct description.
- Reconcile subtotal + tax/fees − discounts with the final total.
Where a reviewed receipt CSV helps
A clean CSV can support expense review, reimbursement preparation, spreadsheet analysis, bookkeeping intake, or migration into another system. Import requirements vary, so map ClearLedger's columns to the destination system and test with synthetic or low-risk data first.
ClearLedger does not submit tax filings or make accounting classifications. Keep the original receipt as your authoritative record and have a qualified professional review consequential financial workflows.