Export a Budget to a CSV File

Export your budget as a CSV to review and edit it in an external worksheet.

You must have accounting administrator or accounting oversight permissions to perform this task. Enter all budget estimates first.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Budgets.
  2. Click the budget you want to export.
  3. To download the CSV worksheet, click the printer icon, and select Export Budget (.csv).