Import and Export a Budget to CSV

[MissPaully]

(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 option in "export".

Exporting to Excel and repopulating then saving as csv DOESN'T work and message "The row count does not match the template."

I don't know what that means.

One of the replies says add a GST clearing account - I don't know what that means either.

Hours wasted, can I send someone my Chart of Accounts and have you send me back a csv template I can use maybe, OR tell me how to export to csv when the option is 'dead'.

Thanks

[Celia_B · Accepted solution]

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, 

Cel

[MissPaully]

Thanks Cel, I got there in the end. I just ticked the "GST Autocalculate" box and this seemed to do it.

While here, any idea how we can increase the size of the Font in the reports, other than exporting to Excel? The .pdf type is tiny on ours...

[Celia_B]

Hi @MissPaully,

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

In this matter, the font sizes in MYOB are fixed for reports and no changes can be made to them. The only way to make any changes  or modify is to send the report to Excel and then making the necessary changes.  

If you still need assistance or if you have question or concerns, 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, 

Cel

[Celia_B]

HI @MissPaully,

We just want to check back with you regarding your concern. If you still need assistance with this, or if you have questions and concerns, please feel free to post again. We are happy to help. 

Kind Regards, 

Cel

[MissPaully]

Yes indeed, thank you Celia, all sorted

[Celia_B]

Hi @MissPaully,

Thank you for the update. You are always welcome, it is my pleasure to assist you and I am glad that the issue is now resolved. Please be informed that we are closing this thread now. Feel free to create a new post if you have questions or concerns. We are happy to help.  

Cheers, 

Cel