Expensify offers flexible options to search and export expenses and reports in various formats. You can export them directly to an accounting integration, as a CSV, or as a PDF—right from the web or mobile app.

Export Options

• Accounting integration: Export directly to your connected accounting software.
• CSV export: Choose a default or custom template.
• PDF export: Download full reports, including receipts and notes.

Note: You can export from both the web and mobile apps.

Export as CSV

Web

1. In the left-hand menu, select Reports > Expense Reports.
2. Check the box next to the expenses or reports you want to export, or use the top checkbox to select all.
3. Click Selected at the top.
4. Select Export from the dropdown.
5. Choose one of the following templates:
   • Basic Export – Simplified, essential fields (date, amount, merchant, category, receipt URL).
   • All Data – Expense Level Export – One row per expense with full data.
   • All Data – Report Level Export – One row per report with summary data.
   • Custom Templates – Any template created by you or your Workspace Admin (if available).

You’ll receive a message from Concierge with the exported file.

Note: Report-level templates only appear if you select full reports (i.e., all expenses in the report).

Mobile

1. In the left-hand menu, select Reports > Expense Reports.
2. Tap the three-line icon in the top-right corner.
3. Choose between Reports or Expenses.
4. Check the box next to the items you want to export, or use the top checkbox to select all.
5. Tap Selected, then choose Export.
6. Choose a default or custom export template as described above.

You’ll receive the export in a Concierge message.

Note: Report-level templates only appear when full reports are selected.

Export as PDF

1. Open the individual report you want to export.
2. Click More in the top-right corner.
3. Select Download as PDF.

The PDF will include:

• All expenses
• Attached receipts
• Report notes

FAQ

Can I export one line per report?

Yes, use the All Data – Report Level Export template. All other templates will export one line per expense.

Can I export in PDF or XLS format?

• CSV/XLS – Available for raw expense data.
• PDF – Available for full reports only.

Can I download individual expenses as a PDF?

No, PDF export is only available for full reports.

Can I customize the columns in the CSV export?

No, the columns follow a fixed template.

How do I export to an accounting integration?

Ensure your workspace is connected to a supported accounting platform. Click here for connection instructions.

How do I receive my export?

• Basic Export: Downloads immediately to your device.
• All other templates: Concierge will send the export file to you via direct message.

Can I export expenses or reports in bulk?

• CSV export: Yes, select multiple or all items.
• PDF export: Must be downloaded one at a time.

Why do I see a 404 error when clicking a receipt URL?

Make sure you’re logged into your Expensify account in the same browser when clicking the receipt link.

The data looks wrong in Excel. How can I fix it?

• Long IDs may appear in scientific notation. To avoid this:
  1. Open Excel and go to File > Import.
  2. Select your CSV and follow the prompts.
  3. Format the report/transaction ID column as Text.

Why do the numbers look incorrect in the export?

Switch your spreadsheet program’s formatting to Plain Text or Number format to prevent scientific notation (e.g., 1.79e+308).

Why are leading zeros missing in my export?

Excel may remove them automatically. To prevent this:

1. Open Excel and go to File > Import.
2. Select your CSV.
3. Set columns with leading zeros to Text format.