How to Import Expenses Data from Harvest into Excel

Tracking expenses is vital for project profitability. But manually exporting Harvest expense data to Excel wastes time and creates outdated reports.

A live connection between Harvest and Excel solves this problem. You’ll get real-time expense data that updates automatically.

Step-by-step guide to importing Harvest Expenses into Excel

Step 1: Install Coefficient and connect to Harvest

First, you need to install the Coefficient add-in and connect it to your Harvest account.

1. Insert Open Excel and click on thetab
2. Get Add-ins Clickin the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Add Clickto install Coefficient
5. Once installed, open the Coefficient sidebar
6. Import Data Clickto begin

Step 2: Select Harvest as your data source

Now you’ll connect to Harvest and select the Expenses data you want to import.

1. Harvest In the Coefficient sidebar, find and selectfrom the list of connectors
2. Sign in to your Harvest account when prompted
3. Import Objects After connecting, selectfrom the options
4. Expenses Choosefrom the list of available objects

Step 3: Configure and import your Expenses data

Next, customize your data import to get exactly what you need.

1. Select the specific expense fields you want to import (date, category, amount, project, etc.)
2. Apply any filters to narrow down the data (date range, project, client, etc.)
3. Choose where in your spreadsheet you want the data to appear
4. Import Clickto bring your Harvest expense data into Excel

Step 4: Set up auto-refresh (optional)

Keep your expense data fresh with automatic updates.

1. In the Coefficient sidebar, select the imported data
2. Refresh Click thedropdown menu
3. Schedule Refresh Choose
4. Select your preferred frequency (hourly, daily, weekly)
5. Confirm your settings to activate auto-refresh

Analyzing your Harvest expense data in Excel

Once your data is imported, you can leverage Excel’s powerful features to analyze expenses.

• Create pivot tables to summarize expenses by project, category, or time period
• Build charts and graphs to visualize spending patterns
• Use Excel formulas to calculate expense metrics and KPIs

With live data from Harvest, your expense analysis will always reflect the most current information.

Take control of your Harvest expense data

Managing expenses is crucial for project profitability and financial health. With Coefficient, you’ve eliminated the manual export process and created a live connection to your Harvest expense data.

Your Excel spreadsheets now contain up-to-date expense information that refreshes automatically. This saves time and ensures your financial analysis is based on current data.

The direct connection between Harvest and Excel opens up new possibilities for expense tracking, reporting, and analysis. You can create custom dashboards, perform trend analysis, and share insights with stakeholders.

Best of all, the entire process is automated. No more manual exports or outdated reports. Your expense data flows seamlessly from Harvest to Excel, giving you more time to focus on analysis and decision-making.

Try Coefficient todayReady to streamline your expense management?and transform how you work with Harvest expense data in Excel.