Hello. I have done a poor job of setting up tags in Expensify. I am looking for words I may have used in adding comments, such as Donations.
How do I do that? Thanks in advance.
Hi Tony! Thanks for writing into the Community.
While there's no way to directly search for content inside a description of an expense, you can Export your expenses to view all descriptions at once in a convenient CSV file.
To access existing export templates head to your Expenses or Reports tab, select some options from the list using the checkboxes on the left, then select Export To in the top-right.
If you want to build your own, I recommend checking out this handy Exports Deep Dive.
Let me know if you have any questions!
Thank Tony, always glad to help! Let me know if you get stuck with anything else, or feel free to reach out directly to Concierge at [email protected]. 😊
This is great Kadie. I see that this question or similar comes up regularly. This is the best response so far!
I have struggled to search too because of the limited date period that we can enter. I will download all CSV and search that way.
Love it! Antony
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