Is there a way to export the income and expense graph to excel?

KatrinaKatrina Member Posts: 1

Comments

  • LukeLuke Moderator, Reckon Staff Posts: 281 Moderator
    edited September 2018
    Hi Katrina,

    Unfortunately, this is not possible :(

    Apologies for the inconvenience

    Luke
  • Robert SmeallieRobert Smeallie Member Posts: 84
    edited September 2018
    Hi Katrina,

    The graphs in Reckon Accounts don't carry data in themselves but rather display the figures in the accounts. You will need to export the accounts data itself to Excel and you will see the options of doing so in the Ribbon toolbar. Once the data is inserted into a workbook you will be able to create the same graphs in Excel.

    Robert Smeallie
  • Kevin WhitingKevin Whiting Member Posts: 18
    edited September 2018
    Hi Katrina,

    I agree with Rob.  If you want to regularly create the graph in Excel (as the data changes), you can create a "graph" Excel file that depends on the exported "data" Excel file.  make sure the exported file always goes into the same place with the same name and the graph file is set to refresh data on opening.

    Cheers,
    Kevin
  • Data RecData Rec Reckon Staff Posts: 768 ✭✭✭
    edited July 2019
    Reckon Accounts has add-on software that can integrate with Excel.

    https://www.reckon.com/marketplace/add-on/cdata-excel-add-reckon/

    Regards,

    Reckon Data Recovery Team

    You can request assistance via the case request web form below.

    https://www.reckon.com/au/data-services-request/

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