To export a budget (PDF or EXCEL), start by pressing the Export button in the TOP MENU.
Once in the export menu, you must choose:
- The reports you want to export (choose "Do not display" in the drop down menu to remove certain reports).
- The level of detail to for each report (months or years).
- The number of years (Start date-End date).
- The desired export format (PDF or Excel).
NOTE The generation of the document may take some time to generate, depending on the size and level of detail (months or years) of the budget you are exporting.
When you print or export your financial projections as a PDF or Excel, comments will not be visible.
For a smaller PDF file, try exporting your statements as "Years" and not "Months". The information will be the same, only condensed.
NOTE When you export your budget as an Excel file, you are pulling just the numbers. This means that there are no formulas or equations in your Excel spread sheet, simply the numbers from Budgeto.
Want to analyze and compare your numbers in Excel? We have developed an Excel template for a quick and easy monthly analysis! See file attached at the bottom of this article:
This is a temporary solution since we are developing a RvB comparison module that will launch soon! Want to know more? Check out our Roadmap of upcoming product features!
Using automatic synchronization (import from an online accounting software), or by manually entering your Historical Data, you are able to import your monthly actual results into Budgeto, adjust your budget for the current year (up to 5 years), export your adjusted budget in Excel and compare your actual vs. budget in a few minutes every month! Please note that this template needs to be customized to your own settings. Advance Excel skills are needed.
"There is an error with my Excel exportation!" An error can occur with certain computers (depending on the settings within the Excel application found on the computer). When you have a green corner in a given cell (top left), it means that there is an error. Select the problematic cells (all of them), then click on the yellow warning button (!) and then click on "Convert to Number". The issue should be resolved.
If you are still seeing errors with your number formatting, you could consult the following article from Ablebits:
Related Articles (Please refer to the links below)
- Budgeto Roadmap: Upcoming & Released Product Features
- Budgeto Limitations (What Budgeto is NOT a good fit for)
- Where are the hypotheses/comments in the exports (PDF/Excel)