How do i download expense reports in csv. or .xlsx ?

This guide explains how to download expense reports in csv. or .xlsx ?. 1. log into the web app 2.

  • Oct 27, 2025
  • Knowledge

Details

1.   Log into your OFX account.

2.   Select the Expense Tab, on the sidebar menu

3.   Click on Expense export 

image of export button

4.   Select a provider 

Note: if you do not use an accounting package, select Others. 

option to select accounting provider

 

5.   Select the date range

seteling start date and end date

 

6.   Select Format, then click Export

select export format..csv or .xlsx
Title
How do i download expense reports in csv. or .xlsx ?
URL Name
kb-3144123201-how-do-i-download-expense-reports-in-csv-or-xlsx
Expenses