To reach the export screen, tap the gear icon (top-left) and tap "Download Data". For more export options on the export screen, tap "Export Format"<details class="details"><summary>CSV - Expenses</summary><div data-type="detailsContent">Contains itemized expense information with the following columns:<ul><li>Date</li><li>Description</li><li>Vendor</li><li>Category</li><li>Original Currency (from currency conversion)</li><li>Total</li><li>Created By</li><li>Attachments (Image URLs or file names)</li><li>Situational columns (depends on workspace settings)<ul><li>First tax amount</li><li>Second tax amount</li><li>Subtotal</li><li>Payment Method</li></ul></li></ul><div data-type="horizontalRule"><hr></div>Advanced Options<ul><li>Split By User<ul><li>Download separate CSV files of transactions for each user</li></ul></li><li>Download images (enabled by default)<ul><li>Includes a zipped file of your receipt images</li></ul></li></ul></div></details><details class="details"><summary>CSV - Income</summary><div data-type="detailsContent">Contains itemized expense information with the following columns:<ul><li>Date</li><li>Description</li><li>Client</li><li>Category</li><li>Total</li><li>Created By</li><li>Reports</li><li>Attachments (Image URLs or file names)</li></ul><div data-type="horizontalRule"><hr></div>Advanced Options<ul><li>Split By User<ul><li>Download separate CSV files of transactions for each user</li></ul></li><li>Download Images (enabled by default)<ul><li>Includes a zipped file of your receipt images</li></ul></li></ul></div></details><details class="details"><summary>CSV - Drives</summary><div data-type="detailsContent">Contains itemized drive information with the following columns:<ul><li>Date</li><li>Start Location</li><li>End Location</li><li>Deduction Amount</li><li>Distance</li><li>Classification (mileage rate)</li><li>Parking</li><li>Tolls</li><li>Vehicle</li></ul><div data-type="horizontalRule"><hr></div>Advanced Options<ul><li>Split By User<ul><li>Download separate CSV files of transactions for each user</li></ul></li><li>Download Images (enabled by default)<ul><li>Includes a zipped file of your receipt images</li></ul></li></ul></div></details><details class="details"><summary>Report/Invoice PDF (includes reports in the “Reports” tab)</summary><div data-type="detailsContent">An itemized report of your transactions. Contains the following totals:<ul><li>For income &amp; expense transactions:<ul><li>Tax total</li><li>Category total</li><li>Grand total</li></ul></li><li>For drives<ul><li>Distance total</li><li>Parking total</li><li>Tolls total</li><li>Grand total</li></ul></li></ul></div></details><details class="details"><summary>Summary PDF</summary><div data-type="detailsContent">Summarizes spending by category, vendor, month, drive classification, and user. Contains visual bar graphs of spending.</div></details>

Export Types Available

Feedback

Roadmap

Changelog

Getting Started

Scanning Receipts

Inviting Users (Teams)

Team Roles and Permissions

Workspace Settings

Enabling Tax Rates

Search Bar & Filters

Adding Workspaces

Walkthrough Demos

Expenses

Quick Editing Expenses

Email Receipt Forwarding

Manually Add Expenses

Attach Additional Receipts

Delete or Restore Expenses

Bulk Edit Expenses

Transfer an Expense

When adding refunds to an expense, the total will automatically update to reflect the amount refunded or unrefunded.

Add a Refund

Split an Expense

When duplicating expenses, they will not be marked as duplicates.

Duplicate an expense

Currency Conversion

Income

Manually Add Income

Vendors, Categories, and Payment Methods

Learn about managing categories in your workspace. Users with the "member" role cannot do certain actions.

Manage Categories

Manage Vendors

Manage Clients

Manage Payment Methods

Filters

Filter transactions or drives

Exporting Data

Exporting Data & Images

Creating Custom Reports

Import & Syncing Data

Reviewing Imported Transactions

Email Inbox Scanning

Link a Card or Bank Account

Uploading Online Receipts and Screenshots


To help with reconciling transactions, we've made it possible to merge two expense transactions. We appreciate your patience as we're still refining this feature.

Reconciling Transactions

New Transaction Review Rules

Automatic Reconciliation Reports

Drives

Drive distance is calculated by entering a start and end location.

Add, Edit, or Delete Drives

Add, Edit, or Delete Drive Classifications

Add, Edit, or Delete Vehicles

Set Default Drive Classification

Tracking Mileage

Financials

Financials Summary

You can use Easy Expense as your budget planner to help you track your monthly spending and saving goals.