The Reports and Graphs video (2 min) on the right demonstrates the versatility and power of what you can create and export using Budgeto!
Learn how to modify your current reports and then export your budget/financial forecasts as a PDF or Excel.
Become a Bugdeto expert by watching the other videos available! These training videos can be found in our Multimedia Gallery (Be sure to check back often, as more videos are in the works!).
Click here to access the Budgeto Multimedia Gallery
To export a budget (PDF or EXCEL), start by pressing the Export button in the left-hand side 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.
EXCEL
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.
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!

Enhanced Graphs/Exportation of the graphs
Our team is currently working on additional/enhanced graphs that we can implement into the Budgeto app. Users have asked for the ability to print graphs, we are working on this in future updates! As a current workaround, users can screenshot their graphs and export them as either a PDF, JPEG, etc. Here is how to do it:
How to Screen Shot (SS) Budgeto's Dashboard-Graphs-Analysis Reports
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)
- How to ScreenShot (SS) Budgeto's Dashboard-Graphs-Analysis Reports