Export a budget to Excel

If you have Microsoft Office Excel installed on the computer or network where Microsoft Office Accounting is installed, you can export a budget to an Office Excel workbook and use Office Excel tools to try out alternative scenarios. You must save a budget before exporting it.

Note: Some symbols are not valid in Microsoft Office Excel worksheet names. If you use one of these symbols to name a budget, Office Accounting will name the budget worksheet "Unnamed" in the Office Excel workbook.

Export a budget

  1. On the Company menu, point to Company Lists, and then click Budgets.

  2. On the Budget List, double-click the budget that you want to export.

  3. On the Actions menu, click Export to Excel.

Related topics

Budget form: options and information

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!