Export Expenses to Excel

Jselfslaghs Expensify Customer Posts: 1 Expensify Newcomer

Good day,

I'm trying to figure out how to export monthly expense reports to Excel? Can you please assist and give instructions.

Thanks so much.

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited March 2020 Answer ✓

    Hello @Jselfslaghs, happy to help! To export your expenses to an Excel format, you'd want to select your expenses from your Expenses page and then the Export to dropdown at the top right of your screen.

    If you'd like to create your own export template, you can do so in your:

    Settings > Policies > Group > [Policy Name] > Export Formats area


    Settings > Account > Preferences > CSV Export Formats area

    Also, here is an article that can help you understand how custom templates work, along many other articles within that go any extra details you might need!