How to Export Your Expense Data

Overview
Download your expenses as CSV or Excel to share with accountants or analyze in spreadsheets.

Steps

1. In Finance → Expenses, apply any desired filters (date range, status).

2. Click Export.

3. Choose CSV or XLSX.

4. Open or save the file.

Tips

• Filter by Status (Approved, Pending) before exporting to focus on finalized costs.

Troubleshooting / FAQs

• Q: Export button does nothing.

  • A: Disable any ad-blockers or pop-up blockers in your browser.

• Q: Missing columns in export.

  • A: Make sure you scrolled horizontally in the table before exporting—exports match visible columns.