exporting the categories, budget and spent amounts in the balance section of a page

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bigric...@gmail.com

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Jul 8, 2013, 11:11:29 AM7/8/13
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Hi,
I want to use the category, budget and spent data in the balance section of a page. I want to do various comparisons between one or more pages. Is there an easy way to export this data?
It seems the way to do this now is searching and exporting every category individually then extracting the dates you want. But how would you export the budgeted amounts?
Is there a way to search, display, then export the balance section data?
Maybe from the search bar, something like typing "balance" and having it show a pull down box with the page names so you could select the page.
Thanks for any info on exporting the data.

Soichi Hayashi

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Jul 9, 2013, 11:27:01 AM7/9/13
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dsBudget currently doesn't have a really useful way to export data.. It sounds like I should implement such export capability.

If you are handy person, then you could simply take the BudgetDocument.xml (path is displayed at the bottom of the dsBudget screen) and pull out information / convert it to whatever format you like using XSLT, XPATH, etc.. 

 I want to do various comparisons between one or more pages. 
Just for curiosity, what kind of comparisons are you wanting to do?

Thanks!
Soichi




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bigric...@gmail.com

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Jul 14, 2013, 10:53:44 AM7/14/13
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Comparisons of amounts in categories, total in categories, rates of change from month to month.
My categories are not the same in each month so tracking those amounts is useful - like winter heating fuel. Electric costs over the seasons...
 What are my biggest non-fixed costs, how do the costs range over the months. There are probably more things I'll think of as i look at the data.

friz...@gmail.com

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Sep 30, 2014, 7:49:36 PM9/30/14
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On Tuesday, July 9, 2013 11:27:01 AM UTC-4, Soichi Hayashi wrote:
dsBudget currently doesn't have a really useful way to export data.. It sounds like I should implement such export capability.

>>If you are handy person, then you could simply take the BudgetDocument.xml (path is displayed at the bottom of the dsBudget screen) and pull out >>information / convert it to whatever format you like using XSLT, XPATH, etc.. 

Sorry, old thread, I know, but I'm a new user. I was able to use the .xml path Soichi mentioned, save it to a file, and import into EXCEL using the xml data function. It worked well, you can manipulate a lot of things once in EXCEL.
 
dsBudget has a learning curve, but it seems to do what I need it too. Thanks for the work.
 
 
 
 

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