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November 5, 2023
Question

How do i print a budget worksheet ?

  • November 5, 2023
  • 1 reply
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1 reply

Adrian_A
November 5, 2023

Hello bod1,

 

There are two ways you can print the budget. I'm here to guide you through the steps.

 

We can open the specific budget on an Excel file and then print it from there. Or you can run and print the Budget overview report. Nevertheless, here's how to achieve this goal:

 

To open the specific budget:

 

  1. From the Gear icon, select Budgeting.
  2. Locate the budget.
  3. Click the drop-down beside the budget, then select View/Edit.
  4. Select Edit in spreadsheet.
  5. Continue with the on-screen instructions.

 

To run the Budget overview report:

 

  1. Click Reports, from the Reports tab.
  2. Enter and select Budget Overview.
  3. Click Customize to add or remove some data.
  4. Filter the report period.
  5. Click Run report.

 

Furthermore, I've added these articles if you want to upload a budget using a CSV file:

 

 

I'm always around whenever you have concerns about managing your budget to help plan your finances.