Export a Budget

Export a Budget

Export a Budget


To export an advanced budget from Cashbook, so that it can be imported to another company or Cashbook:

Step 1: Export

  • Click File
  • Data Transfer
  • Export menu option
 

Step 2: Advanced Budget Data

  • Click Advanced Budget Data tab
  • Tick the box next to the budget to export
  • Click Browse to select the file location; OR
  • Tick the Send this file to the Practical Systems Data Warehouse on completion check box
  • Click OK

 

Article ID CBP855