Can I export data from ExpensePlus?

Yes, ExpensePlus allows you to export data as a CSV file (compatible with spreadsheet programmes such as Excel), or as PDF reports.

You can export data using the Download PDF or Download CSV buttons found at the bottom of the corresponding pages:

• Finance Reports
• Donation Reports including Gift Aid
• Bank Statements
• Table of Payments (payments ledger)
• Invoices by Customer (Customer Statements) or Outstanding Invoices
• Investments
• Fixed Assets register
• Donation data to ChurchSuite (as part of ChurchSuite export function)

Finance Reports

The All Transactions reports and Trial Balance report provide a comprehensive overview of data that can also be exported from the system.

Should I export data?

Despite ExpensePlus providing this functionality to export, there is little need to do so. ExpensePlus is designed so you can view, analyse and scrutinise your finances within the system in real-time and drill into reports.