Exporting an Advanced budget
Exporting an Advanced Budget
Cashbook Platinum
Step 1: Export
- Click File
 
 
- Data Transfer
 
 
- Export menu option
 
 
Step 2: Export Data From Company...
In the Export data from company window:
- Click on the Advanced Budget Data tab
 
- Tick the check box next to the Budget wishing to export. eg. Sunshine Farm 2014 2015. 
 
  - Note that more than one budget can be ticked 
- Click Browse
 
 
Step 3: Save
In the Select file to backup to... window:
- Click on the drive representing the portable device eg. E: Specify a folder on that device if desired
 
 
- The File Name will default to CBAdvBudget followed by the date and time and .zip file extension eg. CBAdvBudget 2015-08-05 14.17.53.zip. Change the name if desired, eg. Sunshine Farm 2014 2015.zip
 
 
- Click Save
 
 
v. Click Yes to Confirm message: 'Proceed with exporting the selected data to E:\CBAdvBudget 2015-08-05 14.17.53.zip?'
vi. Click OK to Information message: 'Export Complete'