Export Budget

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Steps to export a budget to an Excel file:

 

1.  First you must open the Budget Inquiry application and select the Accounts or Jobs tab and display the data you wish to export.

 

2.  Right click on the mouse in the header section of the Budget Inquiry screen and select Export Budget.

 

3.  You will received a File Dialog Box.  Enter a name for the Excel file and click on Save to save the file to disk.  You can make modifications to the budget data and then import using the Import Budget feature.