Export a Budget

Exporting and Importing a budget in Cashbook Connect

To export or copy an advanced budget from Cashbook to another company or year within Cashbook, go into Advanced Budgets and open the budget you wish to copy.
  1. Click File
  2. Export

  1. Save the budget file to your desktop or otherwise accessible location


  1. Close budgets and return to your Cashbook and enter into the year / company to which you wish to put the budget. 
  2. Return to budgets and go to File / Import. Choose the budget file and Import.