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?
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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
(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!)
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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.
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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
(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!)
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