Importing budget template form Reckon to Excel

We are a small Local Governmnet in regional in Western Australia. We are using Reckon Accounts Enterprise.

Is there a way to import Reckon budget template/layout into excel?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Do you mean export it (FROM Reckon to Excel) ?

    Once you have created a budget, you can then view numerous budget reports, all of which can be exported to Excel 😊

    You'll find these under the Budgets & Forecasting reports category (Click on Reports along top toolbar)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • RSunner
    RSunner Member Posts: 2

    Thank you, Shaz.

    I wish to import a blank fromat from Reckon report into excel. I have never used this feature before. I can see a template on the screen. I wants to export/save in excel.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    As per my previous instructions, if you open up one of the Budget reports, they all have an Export button which will export it to an Excel spreadsheet for you (NB: I've not created any figures in the budget below which is why it's blank):

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)