How do I export transactions from Budget Tools to create reports?
You can export your Budget Tools transactions as a CSV file and create reports for tax reporting and graphical analysis purposes. Just follow these simple steps.
- Click on the Overview option in the heading.
- Under transactions click on “View Transactions”
- Select “Export” on the Dashboard at the top right of the transaction list.
- Enter the desired date range. You can export transactions back from when you began using the program in any time span of 1 CSV year or less.
- Select “Download File” and a file will be saved to your computer's download folder.
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