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Monday, June 15, 2026

Download Receipts as a CSV

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Download your receipt data as a CSV file from the Receipts page. CSV files can be opened in Excel, Google Sheets, Numbers, and most spreadsheet applications, making it easy to analyze, share, or back up your receipt data.

Download Your Receipts

1. Go to Receipts.

2. Click the three-dot menu next to the Receipts title.

3. Select Download CSV.

4. Choose the fields you want to include.

5. Click Download.

Receipt AI Receipts page showing the three-dot menu next to the Receipts title with Download CSV highlighted.
Open the three-dot menu on the Receipts page and select Download CSV.

Export Only the Receipts You Need

Before downloading, use filters on the Receipts page to export only the receipts you need.

You can filter by:

  • Date range
  • Folder
  • Search terms
  • Member
  • Any other available filters

Your CSV will include only the receipts that match your current filters.

Customize Your CSV

After selecting Download CSV, choose exactly which fields to include in your file.

Receipt AI Download CSV window showing selected receipt fields and line item fields.
Choose the fields you want to include. Use All to select every field in a section.

Receipt

Includes one row per receipt with general receipt information such as:

  • Date
  • Vendor
  • Folder
  • Category
  • Total
  • Payment details
  • Member
  • Memo

Line item

Includes itemized purchase information such as:

  • Date
  • Description
  • Quantity
  • Price
  • Category

If you only need one row per receipt, select fields under Receipt and leave Line item unselected.

What You Can Do with a CSV

Download a CSV when you want to:

  • Review receipt data in Excel or Google Sheets.
  • Share receipt details with an accountant or bookkeeper.
  • Create expense or reimbursement reports.
  • Sort, filter, or analyze receipt data.
  • Keep a backup of your receipt data.

FAQ

Where is the Download CSV option?

Go to Receipts, click the three-dot menu next to the Receipts title, then select Download CSV.

Can I export only receipts from a specific folder or date range?

Yes. Apply filters on the Receipts page before downloading. Your CSV will include only the receipts that match your current filters.

Can I choose which columns are included?

Yes. Select exactly which receipt and line item fields you want before downloading.

Do I need to include line items?

No. Line item fields are optional. Include them only if you need itemized purchase details.

What does All do?

All selects every field in that section.

What can I use to open the CSV?

CSV files can be opened in Excel, Google Sheets, Numbers, and most spreadsheet applications.

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