You can export the full Budget Details page as a PDF to share with owners, trustees, accountants, or external stakeholders — or to keep as a historical record.
How to Export a Budget to PDF
Navigate to the relevant property.
Go to Outgoings/Property Charges > Budgets and open the budget.
Click the Budget Details tab.
Click Export to PDF in the top right action bar.
The browser downloads a file named BudgetDetails-[PropertyName]-[DateGenerated].pdf. Larger budgets with many schedules may take a moment and show a progress indicator.
What's Included in the PDF
Property name and budget title.
Budget period dates.
GST basis (Gross or Tax-inclusive).
All accounts and schedules fully expanded.
Budgeted costs for all areas.
Area allocations and percentages.
Non-recoverable totals.
The PDF is formatted in landscape orientation. All numbers preserve their formatting — currency symbols, decimals, and percentages.
Filtering Before Export
If you have used the Filter Areas button to narrow the Budget Details view, the PDF export reflects those filters — only the areas visible on screen are included. For example, filtering to show five specific tenancies results in a PDF containing only those five areas.