Budget Sharing

SteveJaws

How do you share a copy of a budget with someone, like a spouse, who is not using quicken? Can you download?

jacobs

Yes, you can download the budget to a .csv file and open it in the spreadsheet of your choice. You can also then eliminate months you don't want, and optional create formulas to total the budget values and actuals for the months you keep. Click the Export icon on the right side of the small menu bar above the budget table. Or you can print the budget, either to paper or as a PDF, but the formatting options are limited, and if you have even basic spreadsheet skills, you'll probably get something nicer if you export it and tweak it in the spreadsheet.