Exporting budget to CSV
Learn how to download your budget as a CSV file for sharing with planners, accountants, or family members.
Download your budget as a CSV file for sharing with your wedding planner, accountant, or family members helping with finances.
Plan requirement: Pro plan
How to export
Go to Planner > Budget
Click Download
A CSV file downloads to your computer
What's in the export
The CSV includes:
- Description
- Payer
- Paid amount
- Unpaid amount
- Estimated cost
- Actual cost
- Difference
Items are grouped by category with subtotals and a grand total.
Tips
Share with contributors. If parents or family members are helping financially, export the budget to keep them in the loop.
Use for tax records. Keep exported budgets as part of your wedding financial records.