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How to Export Your Expenses

Download your expense records as an Excel file for offline access, reporting, or sharing with your team

Ibrahim A. avatar
Written by Ibrahim A.
Updated today

Exporting your expenses gives you a structured Excel file that mirrors the data on your screen. This is ideal for analysis, backups, and documentation. The export includes all visible records based on your current filters.
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​Steps to Export Your Expenses Table:

  1. Go to the Data Table section in the sidebar and click on the Expenses Table.

  2. In the top-right corner of the table, click the Export button.

  3. The system will generate and download an Excel (.xlsx) file containing your expense data.

  4. If you have date filters or category filters applied, only the filtered results will be exported.

  5. If no filters are applied, the export will include all expenses currently listed in the table.

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