Exporting a budget using the CSV option in MYOB Accounrright Web Browser

Hi KR5, 

Thanks for posting your concern in the forum. 

I'm sorry to hear about your difficulties trying to export CSV budget files. In my understanding, the general way of exporting a budget is by opening the budget and clicking the export button on the tabs at the upper right of the screen. If this fails, feel free to send us any screenshot of the error message.  

Also, I recommend reading through this article, Budgets. This will provide overall information about how the budgets work in the web version. 

Let us know if you require any further assistance. 

Thanks,
Genreve

I am unable to export the budget as a CSV file. The option does not work. Nothing loads or downloads. please advisewhy this is occuring???

Hi KR5, 

Thanks for the response and sorry to hear about your issue persisting. 

In my understanding, after clicking the CSV option the file will automatically download. Also, the file will download regardless of if there were contents or not, if it was already saved. I recommend clearing the cache of your current browser and/or using a different browser. 

Let us know if this makes any changes to the outcome. 

Thanks,
Genreve

Sorry but this is definately not the case. I have tried using chrome and microsoft edge and cleared the cache history in both. I am still not getting a download at all. I have also checked the downloads folder and there is nothing at all. I have tried this on 2 different laptops. It is not working and really disappointing.

Hi KR5, 

Thanks for the response and sorry to hear about your difficulties. 

To investigate further, may I get you to send screenshots of how you processed the export? Any relevant information would be much appreciated. 

We look forward to your response. 

Thanks,
Genreve

Hi KR5, 

I hope you are doing well today. I'm just following up on your concern with exporting budgets. 

Feel free to send us screenshots regarding this and we'll be happy to investigate this further. 

Thanks,
Genreve

Hi Genreve

There are no screen shots to send as nothing happens when i click the export to CSV option.

Not sure how else i can have this resolved. It is a lot of doubling up between entering it in the online version and a separate excel spreadsheet.

Thank you. I have now completed this step and this was the missing link. I suggest updating the online instructions so people dont have this issue in the future.

Thanks!

Hi KR5, 

Thanks for the update regarding your concern. 

We appreciate the feedback regarding this, and we'll be sure to let the team know your suggestion. 

Feel free to create a new thread if you require any further assistance.

Thanks,
Genreve