Budgeting - How Do You Export A Budget?

1

Hi All -

Is there a way to export an existing budget? For the life of me I can’t find a way to do that. Any help with be greatly appreciated!

Thanks you!

Pete R

2

Hi Pete,

There is a download button in the upper right corner of your functions.

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3

Hi Pete,

As Mike says, any data/stream in the Phocsas Analytics / Financial Statements “grid” can be exported like he shows.

If you’re in the actual Budget & Forecast module, data from any Workbook can be exported - both as a whole (all tabs in one file) or each tab individually. Also, when Publishing the workbook-tab you can select to Publish to Excel-file for download.