How to export an Expense report in CSV using the Web app
You can follow these simple steps to export your expense data from the Expenses page in CSV format.
Step 1: Navigate to Cashflow
On the navigation bar, click the ellipsis (⋯) button to open additional options.
On the options, click 'Cashflow'.
Step 2: Access the Expenses Overview
Ensure you're on the 'Expenses' overview page to view your expense list and key metrics.
Step 3: Customize the Date Range
To customize your report, click the ‘Last 12 months’ option to adjust the date range included in the report.
Step 4: Choose Your Preferred Date Range
On the options, you can select ‘Last 30 days’, ‘This month’, ‘Last 12 months’, or ‘Custom’ (for a specific period).
Step 5: Set the Date Range
To set your preferred dates on the report, you can select the 'Custom' option.
To select a start and end date, click the < and > arrows to navigate through the calendar.
Once selected, click 'Apply' to confirm.
Step 6: Export the Data
After customizing the date range, locate the export icon button and click on it to prepare the data for export.
Step 7: Download the CSV File
Finally, click 'Export CSV' to generate and download your expense report.
Your CSV file is now saved on your device. Navigate to your device’s drive to access and review the report.
Common FAQs about how to export an Expense report in CSV using the Web app
Q: Is there a limit to the data stored and included in the report?
A: No, the report includes all expense data entered into the web app without storage limitations.
Q: Does the CSV report include visual representations or charts?
A: No, the exported CSV file contains raw data only and does not include visual charts or graphs.
Q: Can I customize which information is included in the export?
A: No, the report exports all expense data without customization options at this time.
Q: Does the export feature include data from the mobile app?
A: The CSV export only includes expenses recorded through the web app. Expenses added via the mobile app using Cashflow are not currently synced to the web.
Q: Where is my downloaded CSV file saved?
A: The CSV file is saved in your device’s default Downloads folder or the location specified by your browser's settings.
Q: Why don’t Cashflow expenses from the mobile app appear in the web app?
A: The web and mobile apps store expense data separately. This means any expenses or cash flow updates made on one platform won’t appear on the other.
Discover more tutorials for Bookipi and explore tools to help you manage and grow your business
Explore our Web app help guide to discover useful tips and practical advice on how to get the most out of Bookipi Web.
Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.