Exporting expenses for Analysis in Excel

AmyHochstetler

How do I run a report on certain types of expenses to do my own analysis of expenses?

Sheena Trepanier

Hi @AmyHochstetler - great question and welcome to the Community! You can perform analysis of expenses from the Expenses page of your account. Once you've filtered expenses to the view you need, you can export them to our default CSV template or a custom one you build in your account. (Below)

I'll share some of our documentation for these topics below.

Using Analytics on your Expenses page
Building a custom export template
Custom formula for your template