Export CSV Data

You can export your Expenses data as CSV files for backup, spreadsheets, or your own analysis.

Exports are saved as a ZIP archive. If you export one sheet, the archive contains that sheet’s CSV file and, when enabled, an Images folder for attached receipts or images. If you export multiple sheets, the archive contains one folder per sheet.

Choose What to Export

The export screen can include:

• Sheets: choose one sheet, multiple sheets, or all readable sheets.
• Export All Images: include attached images and receipts in the exported ZIP archive.
• All Time: export every item in the selected sheet or sheets.
• Date Range: turn off All Time to choose a start and end date.

If you open export from a specific sheet, Expenses selects that sheet by default. You can still choose other readable sheets when more than one sheet is available.

Export from iOS or iPadOS

1. Open Expenses.
2. Open the sheet you want to export, or open export from the main sheet list when available.
3. Choose Export.
4. Select the sheets and options you want.
5. Tap Export.
6. Share or save the generated ZIP file.

Export from macOS

1. Open Expenses.
2. Open the sheet you want to export, or open export from the main sheet list when available.
3. Choose Export.
4. Select the sheets and options you want.
5. Click Export.
6. Choose where to save the generated ZIP file.

CSV Contents

Each CSV file includes the transaction data for its sheet, including dates, categories, notes, amounts, currencies, exchange rate data, merchants, and image file names when images are exported.

For shared sheets, Expenses includes a Paid By column when the sheet has more than one participant.

Future transactions and the next occurrences of repeating transactions are included in the export.

Images and Receipts

When Export All Images is enabled, Expenses copies attached images and receipts into an Images folder next to the CSV file. Image file names use the transaction date and time, which makes them easier to match with rows in the CSV.

Turn Export All Images off if you only need transaction rows or want a smaller ZIP file.

Importing Exported Data Later

You can import CSV files back into Expenses with Import CSV Data. If you exported multiple sheets, import each sheet’s CSV file into the sheet where you want those transactions to appear.