is there a way to export a copy of the budget from HelloWallet to a spreadsheet format (such as *.csv). If not to a spreadsheet is there a way to capture the budget line items and categories for each month for offline use / retention.
I want to keep the monthly base budget as a record so when something goes down or I change services I don't have to rebuild my budget. I currently use a competitor's app and web-based service that won't export.
I’m afraid not. We support exporting transactions (which will include categorization), but not the budget itself.
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