Export Types Available and Previews

Itemized expenses containing the date, description, vendor, category, total, tax amount, payment method, and a receipt hyperlink.

Date ranges available

• Month, quarter, year, all time, custom

Advanced options

• Include Archived: Include archived(deleted) expenses in the CSV file
• Split By User: Download separate CSV files for each user and their expenses
• Download Images: Includes a zipped file of your receipt images

Itemized income containing the date, description, client, category, total, created by, reports, and a hyperlink to any attachments.

Date ranges available

• Month, quarter, year, all time, custom

Advanced options

• Include Archived: Include archived(deleted) income in the CSV file
• Split By User: Download separate CSV files for each user and their income

Itemized trips containing the date, start location, end location, deduction, distance, classification, duration, parking, tolls, vehicle, and round trip.

Date ranges available

• Month, quarter, year, all time, custom

Advanced options

• Include Archived: Include archived(deleted) trips in the CSV file
• Split By User: Download separate CSV files for each user and their trips

This will export a report from the "Reports" tab in a CSV format. It will send a .zip file to the email associated with your Easy Expense account. The .zip file includes a separate .CSV file for all expenses, income, and trips included in the report.

A itemized report of your expenses and trips. Contains receipt images, summaries (categories included), and expense and trip totals. Member roles cannot see this export type.

Date ranges available

• Month, quarter, year, all time, custom

Summarizes spending by category, vendor, month, trip classification, and user. Contains visual bar graphs of spending. Member roles can't see this export.

Date ranges available

• Month, quarter, year