You can easily search for expenses in New Expensify and export them to a CSV file for use in any spreadsheet tool. This guide walks you through how to filter expenses and download your data.

Search Expenses

Use filters to quickly find the expenses you need before downloading them.

1. Select the Search icon in the bottom-left menu.
2. Choose the Expenses tab at the top-left.
3. Tap Filters in the top-right corner.
4. Filter your results by:
   • Credit card
   • Category or tag
   • Date Range
   • Keyword
   • Expense amount
   • And more
5. Select View Results to display matching expenses.

Download Expenses

Once you’ve found the expenses you need, here’s how to download them.

1. Select the checkbox beside each expense, or choose Select all at the top.
2. Click Selected in the top-right and choose Download.
3. A CSV file will automatically download to your device (prefixed with “Expensify”).
4. Open the file in your preferred spreadsheet tool.

The CSV includes the following fields:

• Date
• Merchant
• Description
• From
• To
• Category + GL code
• Tag + GL code
• Tax + Tax code
• Amount
• Currency
• Type (e.g., cash, card, distance)
• Receipt URL

FAQ

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

No, expense exports are only available in CSV format.

Can I customize the columns in the CSV file?

No, the CSV download uses a fixed template and can’t be customized.

Can I select expenses or reports in bulk?

Yes! Use Select multiple or Select all to choose multiple items at once. On mobile, just long-press an item to display these options.