Export a Budget to a CSV
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. See Accounting Roles and Permissions for more information.
- Enter all budget estimates first.
- In the top-left corner, click your site name then Accounting. Then click Budgets.
- Click the budget you want to export.
- To download the CSV worksheet, click
, and select Export Budget (.csv).