Exporting Budgets to Excel

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You may wish to export your budget to Excel to share an electronic or hard copy of your information with others.

  1. Click on the Settings cog and then select “Budgets.”
  2. Select your desired date-range drop-down box on the right.
  3. Click “Export to Excel.” Your download will begin automatically.
  4. When the download is complete, click on the file name to open your budget in Excel.

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