Exporting Project Expenses

You can export project expenses to a .CSV file and later import the file into a third-party software for reporting and analysis. All expense data and recurrence settings are included in the exported data. For a recurring expense, a separate row is added in the exported file for each occurrence of the expense.

To export expenses to a .CSV file:

Select a Financial Manager project.
Click the Expenses tab in the upper-right corner.
The project expenses are visualized by category and displayed in a table.
Click the Export to CSV button. This will export the expenses data to a .CSV file and will send the file to your computer.
Open the .CSV file. Exported files are titled as follows:
'Expenses for <project name>_<exported date>.csv'
For example, Expenses for Lunar Lab app_2022-07-19.csv
Scroll across the columns in the .CSV file. These include:

Column Name	Description
Expense ID	The unique Expense ID given for each expense.
Tempo Project	The name of the Tempo Project that this exported expense report is generated for.
Tempo Project ID	The unique Tempo Project ID.
Description	The description given for the expense.
Category	The expense category.
Currency	The currency code.
Cost	The cost of the expense.
Date	The occurrence date for the expense.
Account Name	The Tempo Account Name associated with the expense.
Account Key	The Account Key associated with the expense.
Account Category	The category of the account defined for this expense.
Account Category Type	The Account Category Type of this expense. This can be Billable, Capitalized (CAPEX), Operational (OPEX), or Internal.
Account Status	The status of the associated account. This can be Open, Closed or Archived.
Customer Name	The customer name associated with this expense.
Customer Key	The unique customer key.
Recurrence Type	The recurrence setting and type of recurrence. This can be Monthly or No Recurrence.
Recurrence Count	The count of recurring months. This expense is set to recur this number of months.
Recurrence End Date	The end date for the recurrence, if the end date is set.
Recurrence Interval	If the Monthly Recurrence Type is configured, this represents the number of months between occurrences. For example, every 3 months.
Recurrence Monthly By	This can be DAY_OF_MONTH or DAY_OF_WEEK if the Recurrence Type is set to Monthly, otherwise it is blank. DAY_OF_MONTH indicates on which day of the month should the expense recur. For example, 3rd of the month. DAY_OF_WEEK indicates on which day of the week that the monthly expense should recur. For example, the 2nd Tuesday of the Month.