From time to time, you may need to export your event Budget out of ClearEvent for use in another system, such as an accounting system, or to use it as a template for other events you run.
To export your budget, simply follow these step-by-step details:
- Go to Budget and click Export.
- The system will process your Budget and in just a few moments, download a .CSV Excel File with your budget data.
All budget data is exported with one line item on each row of the exported file. The exported file contains no calculations. Categories with no data are not exported.
To import your budget to an event, see Budget Import.