Search and Download Expenses
You can quickly find and download your expenses in New Expensify—either as a spreadsheet-ready CSV or a printable PDF.
Search for Expenses
Use filters to quickly locate the expenses you need.
- Click Reports in the left-hand menu
- Select Expenses
- Use Filters to search for expenses by:
- Credit card
- Category or tag
- Date range
- Keyword
- Expense amount
- And more
- Click View results to display the list of expenses matching your search parameters
Download Expenses as a CSV
Once you’ve filtered the list:
- Select the checkbox beside each expense, or choose to select all above the expense list.
- Click Selected > Download.
- A CSV file will automatically download to your device (prefixed with “Expensify”).
- Open it in your spreadsheet tool.
Included in the CSV:
- Date
- Merchant
- Description
- From
- To
- Category + GL code
- Tag + GL code
- Tax + Tax code
- Amount
- Currency
- Type (e.g., cash, card, distance)
- Receipt URL
Download a Report (PDF or CSV)
- In the left-hand menu, select Reports
- On the Reports tab, click the report you want to download
- In the upper-right corner, click More
- Choose either:
- Download as PDF to generate a printable version
- Download as CSV to get a spreadsheet version of the report
Note: You can only download one report at a time.
FAQ
Can I export in PDF or XLS format?
You can export:
- CSV for raw expense data
- PDF for full reports
XLS format is not supported.
Is it possible to download individual expenses as a PDF?
No, you can only download a PDF of full reports.
Can I customize the columns in the CSV file?
No, the CSV download uses a fixed template and cannot be customized.
Can I select expenses or reports in bulk?
Yes! Use Select multiple or Select all to choose multiple expenses for CSV export.
PDFs must be downloaded one at a time.
Why do I see a 404 error when clicking the receipt URL in the CSV?
Make sure you’re logged into your Expensify account in the same browser. Receipt links only work when you’re signed in.
