Export expenses to Excel or CSV

Export gives you your expense data in a file, ready for a spreadsheet or your accountant. It follows the filters on the list, so you download exactly what you’re looking at.

Before you start

Owners, admins and people with the Accounting duty can export. The file contains the expenses you can see.

1. Filter the list

   Go to Expenses → All expenses and set the period, people, categories and status you need.

2. Export

   Click Export and choose a format.

Formats

Format	What’s in it
Excel · .xlsx	Two sheets: expenses, and accounting lines
CSV · one row per expense	One row for each expense
CSV · accounting lines	One row for each part of an expense at each tax rate, with the account code

Expense rows include the date, time, merchant, tax number, receipt number, description, owner, category, who paid, approval status, gross, tax and net amounts, currency, business and personal parts, and a link to the receipt. Accounting lines add the account code, tax rate and deductible tax share.

Export or transfer?

Export is a copy of your data, as often as you like. To book expenses into your accounting system exactly once, use Transfer instead. See Send expenses to your accounting program.