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Expensify Export to Excel

Here are the steps on how to export data from Expensify to Excel, both for individual reports and bulk exports:

Exporting Individual Reports:

  1. Access the Report:
    • Log in to your Expensify account.
    • Navigate to the specific report you want to export.
  2. Initiate Export:
    • Click the “Export” button (usually located near the top right corner).
    • Select “Excel” as the export format.
  3. Customize (optional):
    • If available, choose the desired date range or other filtering options.
  4. Download the File:
    • Click “Export” to initiate the download.
    • Save the Excel file to your preferred location.

Bulk Exporting Multiple Reports:

  1. Access Admin Panel:
    • If you’re an admin, go to the “Admin” section of your Expensify account.
  2. Choose Export Data:
    • Select “Export Data” from the available options.
  3. Select Reports:
    • Choose the types of reports you want to export (e.g., expense reports, receipts, etc.).
  4. Choose Date Range:
    • Specify the desired date range for the data.
  5. Initiate Export:
    • Click “Export” to start the process.
    • Expensify will create a zip file containing Excel files for each report type.
    • Download and unzip the file to access the individual Excel spreadsheets.

Additional Tips:

  • Review Excel Format: Upon opening the exported file, check for any formatting or data arrangement issues that might need adjustments.
  • Expense Types: Expensify might export expense types as numbers instead of text; you can manually convert them if needed.
  • Custom Fields: Verify that custom fields have exported correctly and adjust formatting as required.
  • Date Formatting: Ensure dates are formatted in a way that Excel can recognize and use for calculations.
  • Consolidation: If you have multiple reports, consider consolidating them into a single Excel file for easier analysis.
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Should you encounter any difficulties, refer to Expensify’s Help Center for detailed instructions and troubleshooting tips.

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