Budgeting

How do I export a budget to CSV, Excel or Google Sheet format?

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To export your budget:

  1. Click Budgeting in the sidebar menu.
  2. In the budget list, click on the name of the budget you want to work with.
  3. 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.)
  4. In the popup, check what you want to export and click Create .csv export.
  5. Click Download or right-click on the Download button and select “Save link as…”.

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