Is there a way to export the income and expense graph to excel?
Katrina_9800756
Member Posts: 1 ✭
0
Comments
-
Hi Katrina,
Unfortunately, this is not possible
Apologies for the inconvenience
Luke
0 -
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 Smeallie0 -
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
0 -
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
How to ask good questions on the Reckon Community
Data Services Tip - Try this first before requesting a data service
0
Categories
- All Categories
- 6.8K Accounts Hosted
- 10 📢 Reckon Accounts Hosted - Announcements
- 6K Reckon Accounts (Desktop)
- 3 📢 Reckon Accounts Desktop - Announcements
- 1.2K Reckon Payroll 🚀
- 21 Reckon Payroll Help Videos 🎥
- 21 Reckon Mate App
- 18 📢 Reckon Payroll - Announcements
- 3.1K Reckon One
- 7 📢 Reckon One - Announcements
- 11 Reckon Invoices App
- 14 Reckon Insights
- 114 Reckon API
- 830 Payroll Premier
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 73 About Reckon Community