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How do I print or export a budget?

Print a budget as a PDF, view the budget overview, or export the whole budget to a CSV file.

You will need the Full Write Accounting permission to perform this action.

You can print a budget, view a summary of it, or export it to a spreadsheet. Start by opening the budget.

Go to Accounting > Budgets in the left-hand menu and click the budget's fiscal year in the list.
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Print the budget

Click the print icon above the table, beside Expand All. A PDF of the budget is made exactly as it shows on screen. Anything you have collapsed or hidden in the table is left off.
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OR


Use the Actions menu

Click Actions at the top right of the budget screen.
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Actions menu on the budget screen
  • Overview - a summary of the budget, such as totals by account category and fund.

  • Export CSV - downloads the whole budget, with every month and every fund, even if the screen is filtered to one fund.

  • Edit budget - changes the year, name, description, status, or tag group.

  • Clear all amounts - removes every amount in the budget.

  • Delete - deletes the budget.

Sample budget Overview report

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