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.
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Note that more than one budget can be ticked
- Click Browse
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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'