Export Budget transactions

Budget transactions can be exported to an external file from LN. To export budget transactions use the following sessions in sequence:

  1. Budget Manager Dashboard (tfbgc3600m000)

    In the Budget Balances (tfbgc3500m000) pane, select the budget account and click Export Balance to Excel. The Print Budget Balances (tfbgc3400m000) session opens.
  2. Print Budget Balances (tfbgc3400m000)

    • Click Show Template to open the default template. Save the spread sheet on your local drive with the .CSV format. You can modify the charts, formula, if required. Save changes and the file is now saved in .xls format. Select the .CSV format file in the File Name field.
    • Select the .xls format file in the Open in Spreadsheet field.
    • Click Print to print the details to the selected spread sheet.