Export Expenses as Excel

Prerequisites

• ✓You have uploaded expenses in the Expenses section
• ✓You have access to the Reports page
• ✓Microsoft Excel or compatible application

Outcome

• A fully formatted Excel expense report
• Built-in formulas and charts for analysis
• A file ready for pivot tables and advanced reporting

Steps

1

Navigate to Reports

Start by navigating to the report page. For this, go to your dashboard and click on reports. You will find this in the main navigation section. When the report page opens, you will see four tabs. These will include: Expense Reports Bank Statement Reports Income Reports Tax & Compliance.

2

Click New Report

Now you will find a green button for new reports on the top right corner of this page. You can click on this to start creating a new report. After clicking on this button, a new report generation panel will appear. It will show all available options for customisation of your export.

3

Select Your Date Range

From this new panel, you can select the date range for which you need to export your expenses. There are two ways for this: the first one is Quick Select financial quarters (Q1-Q4). Secondly, you can enter a custom date range manually. If you don't select either, all existing expense records will be included.

4

Filter by Category (Optional)

Another incredible feature that you can find here is that you can apply a filter. You can select your expense type from the category section, either personal or business. When you select the specific date range and category on those expenses in that duration and category will export.

5

Click the Excel Button

Once you have selected your expense range to be exported in the report panel, you will see multiple available formats. Click on the Excel green button to generate a report in Excel format.

6

Download and Analyse

Now you can download your desired expense report in an Excel file and use advanced features for analysis.

7

Preview Your Excel Report

Once downloaded, open the Excel file to see your expenses neatly organised and ready to use. Each expense entry will be listed with its relevant details such as date, category, amount, and description. From here you can apply Excel formulas, create pivot tables, build charts, or share the file with your accountant.