Owners only

Export as CSV

Need to present the plan at the upcoming board-meeting, or create a report to share with colleagues? Simply download the plan as a CSV file.

Start

  1. Open a plan.

  2. From Accounts, select either the income statement accounts or the statistical accounts tab.

  3. Select Actions > Export as CSV.

    If the income statements accounts tab is open, the income statements plan lines appear in the CSV file.

    If the statistical accounts tab is open, the statistical accounts plan lines appear in the CSV file.

  4. Open the CSV file from Downloads in your browser.

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