---
title: "Saving and managing spend views"
slug: "saving-and-managing-expense-views"
description: "Save filtered expense views to find the expenses you need faster, open saved views at any time, and edit or delete them. Saved views are visible only to you."
updated: 2026-10-19T09:18:48Z
published: 2026-10-19T09:18:48Z
canonical: "payhawk.com/saving-and-managing-expense-views"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://payhawk.com/help/llms.txt
> Use this file to discover all available pages before exploring further.

# Saving and managing spend views

Once you have [filtered out the company expenses based on the required expense data](/help/searching-and-filtering-expenses-and-payments) or used the [data grid](/help/using-the-expense-data-grid), you can save the desired expense view and quickly access it later on when needed.

This functionality is handy if you frequently search for expenses with a specific set of expense data, such as category, employee, or total amount.

> [!TIP]
> The saved filtered views are personal and are only visible to the user who created them.

## Default views for expenses

Depending on employees' roles, **Spend** provides the following default views for expenses and payments:

- All employees can use the **My spend** default view to select only the expenses they've submitted, the **Owed to you** default view to [monitor their submitted reimbursements](/help/viewing-and-monitoring-your-expense-requests), and the **Spend for requests** default view to list expenses that are linked to purchase orders they've submitted.
- In addition to **My spend**, **Owed to me**, and **Spend for requests**, Team managers can access the default **My team spend** default view to select the expenses submitted by their teams.
- In addition to **My spend**, **Owed to me**, and **Spend for requests**, Payhawk Accountants and Administrators can use the **All spend** default view and monitor all employee expenses.
- In addition to **My spend**, **Owed to me**, and **Spend for requests**, Payhawk Accountants and Administrators can use the **Deleted** default view to monitor deleted expenses in a read-only mode. By default, the view excludes deleted card expenses, and you can show them when needed. For more details, see the article about [deleting and viewing deleted expenses](/help/deleting-expenses).
- The **My budget expenses** view applies the default **Budget** **is not empty** filter and allows users to see expenses associated with budgets. The view is available for budget owners and Payhawk Administrators:
  - Budget owners can view expenses related to their specific budgets.
  - Payhawk Administrators can access all expenses linked to any budget within the account.

![Payhawk Spend with the My budget spend view selected in the left pane and the Budget is not empty filter applied.](https://cdn.payhawk.com/navigation-redesign-didi_20261008_ai/saving-and-managing-expense-views-01_20261008_ai.png)

- Team Managers, Executive Assistants, Category Managers, and Custom Field Managers have default views that reflect their role's permissions and responsibilities. For more details, see:
  - [The Team Manager role extension](/help/payhawk-role-extensions#the-team-manager-role-extension)
  - [The Executive Assistant role extension](/help/payhawk-role-extensions#the-executive-assistant-role-extension)
  - [The Category Manager and the Custom Field Manager role extensions](/help/payhawk-role-extensions#the-category-manager-and-custom-field-manager-roles-extensions)

## Saving views for expenses

To save your [data grid](/help/using-the-expense-data-grid) and filtered views after you have [filtered the expenses as required](/help/searching-and-filtering-expenses-and-payments):

1. In **Spend**, click on the **Save view** button next to your active filters, or open the view title's drop-down menu and select **Save as new view**.
2. In the **Manage views** panel that opens, enter a name for your view and choose a **Default tab**, or keep **Keep current tab**.
3. Click on **Save**.

![View title drop-down in Payhawk Spend with Save as new view, and the Manage views panel with a new view name, the Default tab field, Save, and Cancel.](https://cdn.payhawk.com/navigation-redesign-didi_20261008_ai/saving-and-managing-expense-views-02_20261008_ai.png)

## Accessing saved expense views

Saved views appear in the left pane, under a **Saved views** heading below the default views. Select a saved view there to open it.

![Payhawk Spend left pane with saved views listed under Saved views and one saved view selected.](https://cdn.payhawk.com/navigation-redesign-didi_20261008_ai/saving-and-managing-expense-views-03_20261008_ai.png)

## Managing saved expense views

To rename or delete an existing saved view:

1. Open the saved view from the left pane.
2. Open the view title's drop-down menu.
3. Select **Rename** to give the view a new name, or **Delete** to remove it.
4. For **Rename**, confirm the new name. For **Delete**, confirm in the dialog that opens.

![Saved view open in Payhawk Spend with its title drop-down showing Save as new view, Rename, and Delete.](https://cdn.payhawk.com/navigation-redesign-didi_20261008_ai/saving-and-managing-expense-views-04_20261008_ai.png)

## Useful resources

- [Filtering expenses](/help/searching-and-filtering-expenses-and-payments)
- [Splitting expenses into multiple line items](/help/splitting-expenses-into-line-items-in-the-portal)