Actual CSV Export Detail

The following table shows all actual costs fields that are exported and the description of their contents.

The fields order may differ from the actual export file column order

Exported Fields	Description
Category	The category of the expense. May contains either Actual Costs OPEX - to define an operating expense CAPEX - to define a capital expenditure FINEX - to define a financial expenditure Actual Revenues OPERATING - to define an operating revenue CONSULTING - to define a consulting revenue NON_OPERATING - to define a non-operating revenue
Type	The type of an expense
Name	The name of the expense
Description	The description for the expense
Reporter	The reporter for the expense.
Start date	The date on which the expense occurred or if recurring the starting date.
End date	The date on which the expense stops.
Amount	The amount of the expense
Amortized	You can specify if the expense is amortized or not. May contains either TRUE - if amortized Nothing if not amortized
Frequency	The frequency of the recurring expense. May contains either WEEKLY MONTHLY YEARLY Nothing if Once
Repeat every	The "repeat frequency" for the recurring expenses
Occurrences	The maximum number of occurrences for the recurring expenses.
Repeat on	Days of the week the recurring expense occurred (only when frequency is set to WEEKLY) May contains a combination of the following values SU - for Sunday MO - for Monday TU - for Tuesday WE - for Wednesday TH - for Thursday FR - for Friday SA - for Saturday
Repeat by	The monthly recurring expenses occurred - (only when frequency is set to MONTHLY) May contains either DAY OF MONTH - for the recurrence to be based on the day of the month e.g. Monthly on day 31 DAY OF WEEK - for the recurrence to be based on the week day e.g. Monthly on the first Tuesday
Custom fields	The value for a specific custom field

Exported CSV Example (Costs)

"Category","Type","Name","Description","Reporter","Amount","Amortized","Start date","End date","Frequency","Repeat every","Occurrences","Repeat on","Repeat by"
"OPEX","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","Head office rent.","admin","2,750.00","","2013/09/03","2013/11/02","MONTHLY","1","","","DAY_OF_MONTH"
"OPEX","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","Head office rent.","admin","2,800.00","","2013/11/03","","MONTHLY","1","","","DAY_OF_MONTH"
"OPEX","Representation","Agile Conference - Plane tickets","Plane tickets to San Jose, CA, USA","admin","1,200.00","","2013/11/02","","","","","",""
"OPEX","Representation","Agile Conference - Accommodation","Hotel & breakfast","admin","825.75","","2013/11/02","","","","","",""
"OPEX","Representation","Agile Conference - Marketing event","Beer, food, T-shirts, etc.","admin","325.00","","2013/11/02","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #1","Sales team meeting to discuss top prospects.","admin","233.77","","2013/09/13","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #2","Sales team meeting to discuss marketing issues.","admin","132.00","","2013/09/16","","","","","",""
"OPEX","Representation","Product Demo to ABC inc.","Demo of product to ABCs office. Includes travel and accommodation.","admin","800.00","","2013/09/23","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #3","Sales team meeting to discuss pricing.","admin","335.00","","2013/09/27","","","","","",""
"OPEX","Representation","Product Demo to DEF inc.","Demo of product to DEFs office. Includes travel and accommodation.","admin","76.22","","2013/10/01","","","","","",""
"OPEX","Representation","Product Demo to XYZ inc.","Demo of product to XYZs office. Includes travel and accommodation.","admin","15.50","","2013/10/01","","","","","",""
"OPEX","Representation","Restaurant - Sales strategy meeting #4","Sales team meeting to discuss last hockey game.","admin","1,100.00","","2013/10/18","","","","","",""
"OPEX","Representation","Product Demo to ZED inc.","Demo of product to ZEDs office. Includes travel and accommodation.","admin","322.00","","2013/10/21","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ABC inc.","Meeting with ABC representatives","admin","154.00","","2013/11/12","","","","","",""
"OPEX","Representation","Product Demo to GHI inc.","Demo of product to GHIs office. Includes travel and accommodation.","admin","155.00","","2013/11/14","","","","","",""
"OPEX","Representation","Product Demo to JKL inc.","Demo of product to JKLs office. Includes travel and accommodation.","admin","235.00","","2013/11/20","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ZED inc.","Meeting with ZED representatives","admin","37.75","","2013/11/30","","","","","",""
"OPEX","Representation","Restaurant - Meeting client XYZ inc.","Meeting with XYZ representatives","admin","908.00","","2013/12/04","","","","","",""
"OPEX","Representation","Restaurant - Meeting client ABC inc.","Meeting with ABC representatives","admin","432.00","","2013/12/12","","","","","",""
"OPEX","Licensing","JIRA license","Product issue tracker and support tool.","admin","4,000.00","","2013/09/03","","","","","",""
"OPEX","Licensing","Confluence (wiki) license","Our team wiki.","admin","4,000.00","","2013/11/22","","","","","",""
"OPEX","Licensing","FOLIO for JIRA license","Simply the best EVM add-on so far!","admin","2,000.00","","2013/09/03","","","","","",""
"CAPEX","Equipment","Color laser printer","Heavy duty printer","admin","23,500.00","true","2013/12/02","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Desks and chairs","Desks & ergonomic chairs","admin","12,000.00","true","2013/11/27","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #1","Code #122948334-234","admin","12,000.00","true","2013/09/03","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #2","Code #122948334-234","admin","13,000.00","true","2013/11/17","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Equipment","Developer laptop #3","Code #122948334-234","admin","2,000.00","true","2013/11/12","","MONTHLY","1","12","","DAY_OF_MONTH"
"CAPEX","Legal","Algorithm patent","If we need one...","admin","1,820.00","","2013/12/05","","","","","",""
"CAPEX","Legal","Product copy rights and licensing","Legal stuff for the product licensing","admin","3,000.00","","2013/11/15","","","","","",""
"FINEX","Loans & Credits","Bank loan","Expected loan for initial cash flow","admin","520.00","","2013/09/03","","MONTHLY","1","","","DAY_OF_MONTH"

Exported CSV Example (Revenues)

"Category","Type","Name","Member","Description","Reporter","Amount","Amortized","Wage","Allocation","Worked Hours","Start date","End date","Frequency","Repeat every","Occurrences","Repeat on","Repeat by","Labels"
"CONSULTING","Scrum Master","admin","admin","Part time as a Scrum Master for sub team B.","admin","","","50.00","45.0000","","2013/11/19","2014/08/06","","","","",""
"CONSULTING","Development","admin","admin","Part time as a senior JAVA dev on sub team A.","admin","","","55.00","55.0000","","2013/11/19","2014/08/06","","","","",""
"OPERATING","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","","Head office rent.","admin","2,750.00","","","","","2013/11/19","2014/01/18","MONTHLY","1","","","DAY_OF_MONTH"
"OPERATING","Rent & Leasing","3101 Olivette-Marjault, Montreal, Quebec","","Head office rent.","admin","2,800.00","","","","","2014/01/19","","MONTHLY","1","","","DAY_OF_MONTH"
"OPERATING","Licensing","JIRA license","","Product issue tracker and support tool.","admin","4,000.00","","","","","2013/11/19","","","","","",""
"OPERATING","Licensing","Confluence (wiki) license","","Our team wiki.","admin","4,000.00","","","","","2014/02/07","","","","","",""
"OPERATING","Licensing","FOLIO for JIRA license","","Simply the best EVM add-on so far!","admin","2,000.00","","","","","2013/11/19","","","","","",""
"NON_OPERATING","Equipment","Color laser printer","","Heavy duty printer","admin","23,500.00","true","","","","2014/02/17","","MONTHLY","1","12","","DAY_OF_MONTH"

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