To export your budget to Excel, start by pressing on the Export button on the left-side of the screen.
Once in the export menu, you must choose:
Select which type of report you want to export (Profit and Loss, Cash Flow, Balance Sheet, Ratio, and Cost & Funding)...
The number of years (Start date-End date).
If you are exporting with historical data.
Yearly or monthly
The amount of detail you want your report to have.
The desired export format (Excel).
Then, click on the "Download Excel" button near the button of your screen.
Producing a complete Budget
To produce a complete budget which includes all financial reports (Profit and Loss, Cash Flow, Balance Sheet, Ratio, and Cost & Funding). Follow the steps below:
1- Click on the blue button "Add a report" 4 times.
2- Select each distinct report in the drop down menu.
3- Modify the report to fit your needs (date range, historical, display, level of detail, etc.).
4- Generate your Excel file.
NOTEWhen 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:
Also, be sure to check our our new Real vs Budget comparison module! For more information, please check out the Knowledge Base article below: - How to use the Analysis Module
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 can consult this support page from Microsoft: Convert numbers stored as text to numbers Additionally, you could consult the following article fromAblebits: