Windows tutorials › Budget
BudgetExport the budget as PDF, CSV or Excel
Save a simple budget summary you can print, send or open in a spreadsheet.
Before you start
- The project has a budget.
Steps
Click Export at the top right.
The Export Budget dialog opens.
Read the dialog and choose a FORMAT.
It says A simple budget summary: planned total, contingency, category totals and line items. FORMAT offers PDF printable, which is selected when the dialog opens, CSV spreadsheet-friendly text and Excel (XLSX) one sheet per table. A line shows the suggested file name, for example Night Bus - Budget Summary - 2026-10-31.pdf.
Under OPTIONS, tick Include line notes if you want each line's notes in the document.
It is off by default, so notes are left out unless you ask. A note says Private notes excluded. Export creates a snapshot and does not change your project.
Click Export… and choose a folder and file name in the Windows window.
Cancel, or the Close button at the top, leaves without saving.
What you get
A file with the budget summary is saved where you chose.
Watch out for
- The export is a copy. It does not change your project.
- Line notes are included only when you tick Include line notes.