Export a budget

Here's how to export a budget from Xero. You might export a budget if you need to make changes to the file before reimporting it. You'll need the Adviser or Standard user role to export a budget.

  1. In the Reports menu, select Budget Manager.
  2. Select the budget to export (overall budget or another budget you've created).
  3. Click Export and select the export format.

    Image showing the export budget button