Forum Discussion

vf125's avatar
vf125
Contributing User
2 years ago

unable to export budget into a csv file

HI I am trying to export a budget into a CSV file to edit and it will not export
Leneth_A's avatar
Leneth_A
Former Staff
2 years ago

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

EvanOB's avatar
EvanOB
Contributing User
2 years ago

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

  • Leneth_A's avatar
    Leneth_A
    Former Staff
    2 years ago

    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

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