Export Budgets
Mick Devine avatar
Written by Mick Devine
Updated over a week ago

Calxa allows you to export your Budgets & Actuals data to Excel or CSV files. You can use these as a template to import data back into Calxa or for use in other external systems.

  1. Navigate to Budgets & Cashflow -> Budgets & Actuals -> Budget Tools -> Export.

  2. Select your Organisation from the Selected Organisation dropdown.

    Export Budget Menu
  3. Set your export options and click EXPORT BUDGET.

    Export options
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