Forum Discussion

MissPaully's avatar
Contributing Cover User
8 months ago

Import and Export a Budget to CSV

(Same problem others have had but cannot find solution) Wanting to Export a Budget to csv so that I can re-populate in Excel. It will export to Excel but nothing happens when I choose the csv optio...
  • Celia_B's avatar
    8 months ago

    Hi MissPaully,


    Thank you for your post and welcome to the Community Forum. 


    We are still working on getting the export to CSV working again, but in the meantime, we have found if you add a GST clearing account you are able to export your budget to CSV. Click on 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. 


    I hope this helps. If you need further assistance with this, please feel free to post again. We are happy to help. 


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


    Kind Regards,