How to Export Expenses
How to export expenses
Export expenses from the Expenses page using export templates to download a CSV file.
If you’re trying to export a specific type of data, use the guides below:
- Expensify Card expenses: View and Reconcile Expensify Card Expenses.
- Company card expenses: Statement Matching and Reconciliation.
- Full expense reports: How to Export Reports.
How to export a single expense
- In the navigation tabs (on the left on web, on the bottom on mobile), go to Spend > Expenses.
- Open the expense you want to export.
- Select More.
- Select Export.
- Choose an export template from the menu that appears.
You’ll receive the exported CSV file in a message from Concierge.
How to export multiple expenses
- In the navigation tabs (on the left on web, on the bottom on mobile), go to Spend > Expenses.
- Select the checkbox next to each expense you want to export, or use the top checkbox to select all.
- Select Selected at the top.
- Select Export.
- Choose an export template from the menu that appears.
You’ll receive the exported CSV file in a message from Concierge.
How to export the columns currently displayed using Export current view
Use Export current view to download a CSV that matches the columns currently shown on the Expenses page, instead of a fixed export template.
- In the navigation tabs (on the left on web, on the bottom on mobile), go to Spend > Expenses.
- Select Display, then select Edit columns to choose which columns appear on the page.
- Select the checkbox next to each expense you want to export, or use the top checkbox to select all.
- Select Selected at the top.
- Select Export.
- Select Export current view.
The CSV includes one row per expense using the same columns displayed on the page. Export current view is not available when a Group by filter is applied.
What export templates can I choose from?
Expensify offers pre-built export templates, or you can build your own custom export template.
- Basic export - Essential fields including date, amount, merchant, category, and receipt URL.
- All Data - expense level - One row per expense with all available data fields.
- Custom templates - Any custom template created by you or your Workspace Admin, if available.
Where do I find the exported file?
For the Basic Export template, the file downloads directly to your device. For all other templates, Concierge sends the file to you in a direct message. Open your Concierge chat in the Inbox to find it.
Can I customize which columns appear in the export?
Yes. Select Export current view to download a CSV that matches the columns currently shown on the Expenses page. Adjust which columns appear by selecting Display > Edit columns. You can also select a custom export template during export, if your Workspace Admin has created one.
Why don’t I see certain export templates?
If all selected expenses are deleted, only the Basic export template is available. Other export templates require a report, and deleted expenses are not associated with any report.
The data looks wrong in Excel. How can I fix it?
Long IDs may appear in scientific notation. To fix this:
- Open Excel and go to File > Import.
- Select your CSV file and follow the prompts.
- Set the report or transaction ID column to Text format.
Why are leading zeros missing in my export?
Excel may remove leading zeros automatically. To prevent this:
- Open Excel and go to File > Import.
- Select your CSV file.
- Set the relevant columns to Text format.
