Forum Discussion

MFitzgerald's avatar
MFitzgerald
Contributing User
3 years ago

Export budget reports to csv

I don't seem to be able to export my budget reports to CSV.  I can export to Excel and PDF OK.  The option is there to export to CSV, but nothing happens when I click on it.   Many thanks.
  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi djerrard 

     

    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 your 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.

     

    Let me know how you get on with this.