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'