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More Actions with Budget Tool

When viewing your Budget tool “By Category,” hover over “More actions” to select from several options:



  • Print Report: This will print your entire budget by your current view (defaulted to By Category)
  • Export Report: This will export your budget to Excel. A Pop-up will appear telling you your budget is ready to be downloaded. Click “Save” to download and export your budget.
  • Email Report: This will email your budget to whomever you select. Simply enter the email address in the pop-up and click “Send”
  • Charts: This will show you your budget information in a variety of charts to help you visualize your spending
  • Reset Budget: This will reset your budget. Please note this will clear all payments, and there is no redo!
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