How do I export a budget to CSV, Excel or Google Sheet format?
Last updated:
To export your budget:
- Click Budgeting in the sidebar menu.
- In the budget list, click on the name of the budget you want to work with.
- On the top sheet page of your budget, click the black menu icon to the left of the green Help icon, and select Export to .csv. (Note: Any spreadsheet program can read the .csv file correctly.)
- In the popup, check what you want to export and click Create .csv export.
- Click Download or right-click on the Download button and select “Save link as…”.
Was this article helpful?
Thanks for your feedback!