Forum Discussion

KR5's avatar
KR5
Contributing User
2 years ago

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

Can someone please assist with further guidance on exporting a budget CSV file from the web browser. It does not allow me to export the budget template as a CSV file I have read through the solutions...
  • Genreve_S's avatar
    Genreve_S
    12 months ago

    Hi KR5, 

     

    Thanks for the response and the information you've provided so far. 

     

    Since the web application is not producing the csv file, I suggest checking if there is a GST clearing account from the report setting (Name of the business > Report settings > GST clearing account.). If there isn't, please set up a clearing account for this and try to download the csv file again. 

     

    Let us know if you require any further assistance with this. 


    Thanks,
    Genreve

Genreve_S's avatar
Genreve_S
MYOB Moderator

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

KR5's avatar
KR5
Contributing User
12 months ago

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???

  • Genreve_S's avatar
    Genreve_S
    MYOB Moderator
    12 months ago

    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

    • KR5's avatar
      KR5
      Contributing User
      12 months ago

      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.

      • Genreve_S's avatar
        Genreve_S
        MYOB Moderator
        12 months ago

        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

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