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Updated almost 10 years ago on . Most recent reply

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Jim Workman
  • Investor
  • La Crescenta, CA
50
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174
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How to export Buildium transactions to Excel

Jim Workman
  • Investor
  • La Crescenta, CA
Posted

My property manager uses Buildium. I have asked for a CSV file of all transactions so I can easily import them into my bookkeeping. The best he has been able to do is to export a report in xls format.  With some manipulation, I can create my needed columns, but there should be a better solution.

Does anyone using Buildium know how to create a simple CSV (or tab delimited) file that has columns for all (or most) transaction fields?

I would think that many property management customers would want this.

Most Popular Reply

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Gita Faust
  • Accountant
  • Richboro - Philadelphia, PA
244
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895
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Gita Faust
  • Accountant
  • Richboro - Philadelphia, PA
Replied

Not sure why you would want to. Too much work - I would only enter summary. Keep the summary and detail on file. If you are going to do that you as well pay all the bills. So there is not double entry. 

Our Buildium clients give their owners our ebook. 

Anyway open the file in excel and save the file as csv.

Gita Faust

  • Gita Faust
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