unable to export budget into a csv file

Hi vf125,

Thanks for your post and welcome here to the Community Forum. I apologize for the delay in my response, and appreciate your patience.

I understand that you are experiencing difficulty exporting your budget to a CSV file for editing. To better assist you, may I know if you are using a browser or software for this process?

Please let me know if you need further help.

Cheers,
Leneth

Hi vf125,

I would like to check back with you, if you still need help with your concern? Please do let us know how you go, and feel free to post again anytime you require further assistance.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Leneth

Hi Leneth,

I'm experienceing the same issue where I can't export the budget in CSV fromat. I'm using google chrome Version 115.0.5790.171 (Official Build) (64-bit).

Thanks,

Evan

Hi EvanOB, 

Apologies to hear that you are having difficulty exporting the budget in CSV format and thank you for your effort flagging this to us. 

In this matter, we found that if you add a GST clearing account, you can export your budget to CSV. You would need to Click on your business name in the top right corner>>Report Settings>>Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file. 

Please don't hesitate to post again if you need help in the future. 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers, 

Leneth