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.

  1. Click Reports in the left-hand menu
  2. Select Expenses
  3. Use Filters to search for expenses by:
    • Credit card
    • Category or tag
    • Date range
    • Keyword
    • Expense amount
    • And more
  4. Click View results to display the list of expenses matching your search parameters

Download Expenses as a CSV

Once you’ve filtered the list:

  1. Select the checkbox beside each expense, or choose to select all above the expense list.
  2. Click Selected > Download.
  3. A CSV file will automatically download to your device (prefixed with “Expensify”).
  4. 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)

  1. In the left-hand menu, select Reports
  2. On the Reports tab, click the report you want to download
  3. In the upper-right corner, click More
  4. 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.

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