Export Financial Plans to Excel

You can export any financial plan to Excel.

Follow these steps:

1. In the project, under the Financials tab, click Planned or Tracked.
2. Select the plan you want to export to Excel.
3. Click the three-dot menu on the right-hand side.
4. In the Actions menu, select Export to Excel.

InLoox generates and downloads an Excel file containing all entries of the selected financial plan.