Export expenses

Download selected expenses as CSV or Excel, or have the file emailed to you, and when to use the Expenses export report instead.

2 min read Updated 04.10.2026

Need your costs in a spreadsheet for your accountant? Select the expenses in the list and export them as a CSV or Excel file.

Export selected expenses

Interactive walkthrough Export expenses Step 1 of 4
Step 1: Tick the box in the table header to select every expense on this page, or tick rows one by one. Step 2: Click Export in the bar above the list. Step 3: Choose CSV or Excel. You can also change the file name. Step 4: Choose Download now or Email it to me, then click Export.

Tick the box in the table header to select every expense on this page, or tick rows one by one.

Click Export in the bar above the list.

Choose CSV or Excel. You can also change the file name.

Choose Download now or Email it to me, then click Export.

  1. Step 1: Tick the box in the table header to select every expense on this page, or tick rows one by one.
  2. Step 2: Click Export in the bar above the list.
  3. Step 3: Choose CSV or Excel. You can also change the file name.
  4. Step 4: Choose Download now or Email it to me, then click Export.
  1. Open Expenses.
  2. Narrow the list down if you like: search, pick a category, set a From and To date, or choose Recurring only or One-off only.
  3. Tick the expenses you want. The box in the table header ticks every expense on the current page.
  4. In the bar that appears above the list, click Export.
  5. In the Export expenses panel, choose the File format: CSV or Excel (.xlsx).
  6. Check the File name. It starts as expenses-export with today's date.
  7. Choose the Delivery:
    • Download now opens the file in a new tab straight away.
    • Email it to me sends it to the Email address you enter (your own address is filled in).
  8. Click Export.

Exporting a whole month or year

The header box only ticks the current page. To export many expenses at once, set the date filter first and raise the rows per page to 100. For a full period without ticking anything, use the Expenses export report described below.

What the file contains

One row per expense, oldest first, with these columns:

Column Contains
Date The expense date
Category The category name, empty if none
Vendor The vendor, empty if none
Description The description
Amount The amount, formatted with its currency
Currency The currency code
Source Recurring or one-off

Column names follow the language you use the app in.

Deleted and skipped expenses are left out

If you tick expenses while Show deleted is on, deleted and skipped ones are not included in the file.

Download and email details

  • The download link is valid for 30 minutes. If it has expired, export again.
  • The email contains a link to the file and, when the file is small enough, the file itself as an attachment.

Export by period with a report

For a regular export (for example every month to your accountant), create a report of type Expenses export under Reports. It exports every expense in the chosen period, can be limited to some categories, can leave out recurring expenses, and can be scheduled and emailed automatically on packages that include scheduled reports. See Run a report and Schedule reports.

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Record an expense Record a business cost with its category, vendor, amount, date and receipts, and find, edit or delete it later. Run a report Save a report once, then preview it from live data, download it as a file or email it to anyone whenever you need it. Report types What the five report types contain, which filters each one uses, and how they read your issued documents, expenses and stock. Export documents Export the documents you select to a CSV or Excel file, download it straight away or have it emailed to you.

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