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Excel Export

TruBudget now features the possibility to export all the data visible to one user into an Excel Workbook. This feature is enabled through a new service that needs to be started separately. If you want to know how to start the service, please see the here.

Exporting Data#

To export the TruBudget data:

  1. Click on the hamburger menu on the top left corner to open the side menu
  2. Select "Export" - the Excel file containing the TruBudget data is automatically downloaded and saved to your local drive

open menu export data


The status page shows if the export feature is enabled and connected