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Export all your data

PlanAll plans, including Free

You can download everything Self Build Budget holds about your project in one zip file. It is yours to keep, open in a spreadsheet or take elsewhere.

Steps

  1. Go to Stages. On a desktop, choose Stages in the menu on the left. On a phone, tap the Budget tab at the bottom of the screen, then the Stages tab at the top.
  2. Choose Export at the top of the page.
  3. In the menu that opens, choose All my data (zip).
The Export menu on Stages, with Summary (PDF), Stages (CSV) and All my data (zip)

On Free, the menu shows All my data (zip) and a lock beside Summary (PDF), because the summary PDF is part of Standard.

The Export menu on Free, with All my data (zip) and a lock beside Summary (PDF)
  1. Wait for the zip file to download to your device.

What’s in the zip

  • CSV files (spreadsheet files) for budget lines, quotes, quote allocations, payments, payment allocations, variations, contingency draw-downs, money in, instalments, checklist items and stages.
  • A change history CSV. It lists each change with the person’s name and the date. Level changes, overrides and reopenings are included with their reasons.
  • A documents folder with every document you have uploaded.
  • A README that explains each file.

Each budget line in the budget lines file has these columns: low and high, both ex VAT and inc VAT, How sure, overridden, override reason, finished, accepted quotes, paid, known so far and planning figure.

Good to know

  • All my data (zip) is only in the Export menu on Stages. The Dashboard’s Export menu doesn’t have it.
  • It works on every plan, including Free. On Free, Stages is a read-only preview, but the zip still holds the same files as on Standard and Professional, including your stages and budget lines.
  • The CSV files are ready for a spreadsheet. Amounts are in pounds with two decimal places, dates are written as YYYY-MM-DD, and each row refers to related rows by ID.
  • If you have a lot of documents, you may see “We’re preparing your export”. The download starts when it is ready, as long as you keep the page open.
  • A viewer’s zip leaves out cash flow, the timeline, the VAT claim, Contingency left and draw-downs, and the checklist.

Who can do this

Owners, partners and viewers can all download the zip. A viewer’s download leaves out cash flow, the timeline, the VAT claim, Contingency left and draw-downs, and the checklist.