Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[No QA] Update and rename Export-expenses.md to Export-download-expenses.md #53619

Merged
merged 1 commit into from
Dec 11, 2024
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -0,0 +1,57 @@
---
title: Search and Download Expenses
description: Find expenses and export expense data to a CSV file
---
<div id="new-expensify" markdown="1">

Expensify allows you to export expense data to a downloaded CSV file, which you can then import into your favorite spreadsheet tool for deeper analysis.

##Search Expenses

The first step to exporting and downloading expenses is finding the data you need.

1. Click/tap the **Search** icon in the bottom left menu to go to the Search page
2. Select the Expenses tab on the top left
3. Select your Filters on the top right to filter by credit card used, coding, date range, keyword, expense value and a number of other useful criteria
4. Hit View Results to see all expenses that match your filters

##Download Expenses

1. Select the checkbox to the left of the expenses or select all with the very top checkbox.
2. Click **# selected** at the top-right and select **Download**.
3. This will save a CSV file to your default download folder with the file naming prefix _“Expensify.”_
4. You can now open in your favorite spreadsheet tool

![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"}

This file provides the following data for each expense:
- Date
- Merchant
- Description
- From
- To
- Category + GL code
- Tag + GL code
- Tax + Tax code
- Amount
- Currency
- Type (i.e. cash, card, distance)
- Receipt URL

{% include faq-begin.md %}

**Can I export in a different format, like PDF or XLS?**

No, currently Expensify supports CSV export only.

**Can I add columns to the CSV download to capture additional data points?**

No, the CSV template cannot be customized.

**Can I select expenses or reports in bulk?**

Yes, you can select expenses or reports in bulk by selecting the **Select multiple** or **Select all** option. To display these options on the mobile app, simply long press an item.

{% include faq-end.md %}

</div>

This file was deleted.

Loading