For analyses that the Charts section does not cover, export your expenses as a CSV file and analyze them in Excel. This gives you, for example, an overview of all train tickets in a given period or of all expenses of one employee, without affecting your accounting.
When is the CSV export the right choice?
- The Charts section is meant for a quick overview and always covers the last 12 months. You cannot select a custom period there.
- With the CSV export, you select the period yourself and can filter by receipt type, payment method or amount in Excel and calculate totals.
How to create the CSV export
- If you only want to export the expenses of certain employees, select them first under TEAM → User selection (Spesenfuchs TEAM only).
- Open the Export section and select the period you need.
- Under Additional Export Formats, select one of the CSV exports.
- Do not also select your accounting integration, for example DATEV Datenservice, Lexware Office or sevdesk. Otherwise, the expenses will be transferred there again and duplicate postings will be created.
- Make sure that the option Mark Expenses as "Exported" After Export is not enabled. This keeps the status of your expenses unchanged.
- If expenses that have already been exported should also be included in the analysis, enable the option Export Already Exported Expenses Again.
- Click Preview and then start the export.
- You receive a ZIP file containing the CSV file. Open the CSV file in Excel and filter it, for example, by the receipt type for bus/train.
Important after the export
- If you restricted the user selection, select all users again afterwards. The user selection also applies to your next export to accounting.
- For your next regular export to accounting, select your accounting integration again and leave out the CSV export.
You can find all export options in the article Create an Export. For more on selecting users, see the article User selection.