How do I export details from the Data Sheet?

You can drop your Data Sheet directly into Excel with one click.

At the top right of the Data Sheet there is an Excel button, just below Refresh.

Clicking here will export the data that you are currently viewing on the Data Sheet directly to an Excel file. You will have the option to include your sub category detail, and also the previous years' historic totals at the bottom of the grid.

Once you do this, the data is outside of Budgyt and you may reformat the Excel file as required.