Exporting a Budget to Excel : Budgeto

The How to export/print a budget (PDF/EXCEL) 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, as well as the graphs found on the dashboard!

Become a Budgeto 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

Looking how to export your budget?

Read this article from our Knowledge Base to get a full understanding on how to use the export module, including how to produce a complete budget!

- How to EXPORT a budget (PDF/EXCEL)

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 budget/scenario.
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.

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:

Budgeto_template_real_vs_budget_Rev2.0.xlsx

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 from Ablebits:

How to convert text to numbers in Excel

Need help? These resources are for you!