Exporting your budget produces a file with all categories, estimates, actuals, and variances — ready to share with stakeholders or analyse in external tools. Export before budget review meetings or whenever you need a point-in-time financial snapshot.
How to access: Dashboard → Budget Planner → Transactions → Export
📸 Screenshot placeholder: Transactions page with the Export button highlighted in the top-right corner — 1200×160px
In the left sidebar, go to Budget Planner → Transactions.
If you want to export a specific date range, apply the date filter before exporting. The exported file will reflect the filtered view.
📸 Screenshot placeholder: Transactions page with date range picker open — 1100×320px
Click the Export button in the top-right corner of the Transactions page.
Select your preferred file format:
| Format | Best For |
|---|---|
| CSV | Simple data export for analysis in any spreadsheet tool |
| Excel (.xlsx) | Multi-sheet export with separate tabs for Expense Estimate, Income Estimate, All Transactions, and Transaction By Category |
The file downloads to your device immediately. The Excel export includes four sheets: Expense Estimate, Income Estimate, All Transactions, and Transaction By Category.
📸 Screenshot placeholder: Export format selection showing CSV and Excel options — 400×200px
Note: The export reflects the state of the budget at the exact time of download. Run a fresh export for the most current figures.
Q: Can I export only a specific date range?
A: Yes. Apply the date filter on the Transactions page before clicking Export. The file will include only entries within the selected range.
Q: Who can access the exported file?
A: Only admins can access Budget Planner and trigger an export. Once downloaded, the file is a standard CSV or Excel file — share it deliberately, as it contains financial data that attendees cannot access within the platform.
Q: Does the export include income data?
A: Yes — income estimate data is included in the Excel (.xlsx) export as a separate sheet. CSV exports include all transaction data in a single sheet.
Q: When should I export my budget report?
A: Export before budget review meetings, at the end of the event for final reconciliation, or any time you need a snapshot of financial performance to share with a finance team or stakeholder.
