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docs/articles/new-expensify/expenses-&-payments/Export-download-expenses.md
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--- | ||
title: Search and Download Expenses | ||
description: Find expenses and export expense data to a CSV file | ||
--- | ||
<div id="new-expensify" markdown="1"> | ||
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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. | ||
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##Search Expenses | ||
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The first step to exporting and downloading expenses is finding the data you need. | ||
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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 | ||
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##Download Expenses | ||
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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 | ||
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![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"} | ||
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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 | ||
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{% include faq-begin.md %} | ||
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**Can I export in a different format, like PDF or XLS?** | ||
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No, currently Expensify supports CSV export only. | ||
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**Can I add columns to the CSV download to capture additional data points?** | ||
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No, the CSV template cannot be customized. | ||
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**Can I select expenses or reports in bulk?** | ||
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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. | ||
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{% include faq-end.md %} | ||
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</div> |
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docs/articles/new-expensify/expenses-&-payments/Export-expenses.md
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