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

1. In the navigation tabs (on the left on web, on the bottom on mobile), go to Reports > Expenses.
2. Open the expense you want to export.
3. Select More.
4. Select Export.
5. 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

1. In the navigation tabs (on the left on web, on the bottom on mobile), go to Reports > Expenses.
2. Select the checkbox next to each expense you want to export, or use the top checkbox to select all.
3. Select Selected at the top.
4. Select Export.
5. Choose an export template from the menu that appears.

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

What export templates can I choose from?

Expensify offers pre-built export templates, or you can build your own custom export template. All available templates will appear in the menu when you export an expense.

• 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.

• Custom templates - Any custom template created by you or your Workspace Admin, if available.

Note Currently, it’s not possible to build custom export templates on New Expensify, they can only be created on Expensify Classic. However, once built they will be available on New Expensify when exporting expenses. Learn how to build a custom export template in Expensify Classic.

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?

If your Workspace Admin has created custom export templates, you can select one during export. Otherwise, columns follow the selected default template.

Why don’t I see certain export templates?

Report-level templates (such as All Data - Report Level Export) only appear when exporting from the Reports page with full reports selected. When exporting individual expenses from the Expenses page, only expense-level templates are available.

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

Long IDs may appear in scientific notation. To fix this:

1. Open Excel and go to File > Import.
2. Select your CSV file and follow the prompts.
3. 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:

1. Open Excel and go to File > Import.
2. Select your CSV file.
3. Set the relevant columns to Text format.