Forum Discussion

MissPaully's avatar
MissPaully
Contributing Cover User
2 years ago

Import and Export a Budget to CSV

(Same problem others have had but cannot find solution) Wanting to Export a Budget to csv so that I can re-populate in Excel. It will export to Excel but nothing happens when I choose the csv optio...
  • Celia_B's avatar
    Celia_B
    2 years ago

    Hi MissPaully,

     

    Thank you for your post and welcome to the Community Forum. 

     

    We are still working on getting the export to CSV working again, but in the meantime, we have found if you add a GST clearing account you are able to export your budget to CSV. Click on business name in the top right corner >> Report Settings >> Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file. 

     

    I hope this helps. If you need further assistance with this, please feel free to post again. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

Celia_B's avatar
Celia_B
MYOB Staff

Hi MissPaully,

 

Thank you for your post and welcome to the Community Forum. 

 

We are still working on getting the export to CSV working again, but in the meantime, we have found if you add a GST clearing account you are able to export your budget to CSV. Click on business name in the top right corner >> Report Settings >> Select your GST clearing account. You can create a dummy account and disable this after you downloaded your CSV file. 

 

I hope this helps. If you need further assistance with this, please feel free to post again. We are happy to help. 

 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

Kind Regards, 

Cel

 

MissPaully's avatar
MissPaully
Contributing Cover User
2 years ago

Thanks Cel, I got there in the end. I just ticked the "GST Autocalculate" box and this seemed to do it.

While here, any idea how we can increase the size of the Font in the reports, other than exporting to Excel? The .pdf type is tiny on ours...

  • Celia_B's avatar
    Celia_B
    MYOB Staff
    2 years ago

    Hi MissPaully,

     

    Thank you for your post and welcome to the Community Forum. 

     

    In this matter, the font sizes in MYOB are fixed for reports and no changes can be made to them. The only way to make any changes  or modify is to send the report to Excel and then making the necessary changes.  

     

    If you still need assistance or if you have question or concerns, please feel free to post again. We are happy to help. 

     

    If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

     

    Kind Regards, 

    Cel

     

    • Celia_B's avatar
      Celia_B
      MYOB Staff
      12 months ago

      HI MissPaully,

       

      We just want to check back with you regarding your concern. If you still need assistance with this, or if you have questions and concerns, please feel free to post again. We are happy to help. 

       

      Kind Regards, 

      Cel

       

      • MissPaully's avatar
        MissPaully
        Contributing Cover User
        12 months ago

        Yes indeed, thank you Celia, all sorted :)

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