Export expenses to a CSV file

You can download a group's expenses as a CSV file for Excel, Numbers, Google Sheets, accounting software or a backup.

Export a group

1. Open the group, tap the gear icon to open Group Settings and scroll to Data Export.
2. Tap Export to CSV. The Export Expenses sheet opens.
3. Pick a Date Range: This Month, Last Month, Last 3 Months, This Year or All Time.
4. Under Include in Export, switch Categories and Location on or off.
5. Tap Export to CSV and choose where to send the file in the share sheet (save to files, e-mail, cloud storage).

What the file contains

One row per expense with these columns: Date, Description, Amount & Currency, Amount (USD), Paid By, Split Type, Your Share, and optionally Category and Location.

Good to know

• No expenses found in the selected date range: widen the range.
• The date range presets follow your Start of month setting, see Set the start of your week and month.
• Any member can export; it is not limited to admins.
• Settlements are not included in the export. Open the group's Balances tab for the current state.

Web

1. Open the Expenses page and filter it as needed, for example to one group.
2. Tick the expenses you want, or use Select all.
3. Click Export CSV in the bar that appears.

The same bar lets you change the category of all selected expenses at once or delete them (Delete the selected expenses (…)? This cannot be undone.).