How do I export my budget?

Modified on Tue, 3 Mar at 12:48 AM

Steps to follow when exporting your budgets.

Option 1: Single Budget 

  1. Click on the Budget Section on the left-hand side of the screen.

  2. Select the budget you want to export.

  3. Click on Export Data for 1 Active Budget

Option 2: Multiple Budgets 

  1. Click on the Budget Section on the left-hand side of the screen.
  2. Select the budgets you want to export

  3. Click on Export Data for 5 Active Budgets

Option 3: Export Budgets from the Reporting Section

  1. Click on the Reporting Section.

  2. From the list of report options, select the "Budgeting - Aggregated" report.
  3. Select the locations and budgets you wish to export.
  4. Click Run.

  5. (Optional) Export to Excel or PDF by clicking the corresponding button in the top right corner of the report.

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