Exporting your budget
Sometimes you need the budget out of Hemma. Your bank wants a copy. Your accountant prefers Excel. You want to email a snapshot to a contractor. The export does that — one click, one file.
01Where to find it
Open Budget. Above the tree, there is an Export button. Tap it and a small dialog opens with a list of columns.
02Pick your columns
The dialog lets you toggle each column on or off. The defaults are the ones most people want:
- Code — the dotted line number (1, 1.2, 1.2.3) so the hierarchy survives the flattening.
- Name — the line name.
- Estimated — the estimate from your architect or your starting number.
- Budgeted — what you have committed to spend.
- Quoted — sum of linked quote line items.
- Invoiced — sum of linked invoice line items.
- Finished — yes/no flag.
Optional columns you can turn on:
- Description — the longer text per line.
- Quantity and Unit — useful for material lines.
- Unit price — derived from estimated ÷ quantity.
- Notes — your free-form notes per line.
Toggle the ones you want, click Export, and a .xlsx file lands in your downloads folder. The filename includes your project name and today's date — budget-renovation-leuven-2026-05-04.xlsx — so multiple exports do not overwrite each other.
03What's in the file
One sheet, named Budget. One row per budget line, including parent rows. The hierarchy is encoded in the Code column — 1 is a root, 1.2 is its second child, 1.2.3 is the third grandchild. So even after flattening, the structure is reconstructable.
The column headers in the file itself are in Dutch (Naam, Geraamd, Gebudgetteerd, …) regardless of your Hemma language setting. That is by design — most Belgian accountants and banks expect Dutch labels on construction budgets. If you need English headers for an international recipient, rename them in Excel after export.
04What's not in the file
The export captures the budget as numbers — names, amounts, structure, finished flags. It does not include:
- The invoices and quotes themselves. To send those, share the documents from Files.
- Per-link breakdowns (which invoice contributed which euro to which line). The invoiced and quoted columns are sums.
- Signal colours or any visual styling. The file is data, not the page.
- Photos, plans, contractor details, or anything outside the budget tree.
05Common questions
Can I export to CSV? Not currently. The export is .xlsx only. Excel can save a .xlsx to CSV in two clicks if your recipient needs that.
Will the export reflect changes I just made? Yes. The export reads the live tree at the moment you click. If you added a line a second ago, it is in there.
Can I import this file back into Hemma? Technically yes — the budget import accepts any Excel — but you would need to remap everything. Treat the export as a snapshot for outsiders, not a round-trip format.
Is there a permission setting on this? Anyone on the project can export. The file you download contains your project's financial data, so handle it the way you would handle any other invoice copy — do not paste it into a public chat.
06What if it goes wrong
- The file did not download? Your browser may be blocking pop-up downloads. Look for a permission prompt in the address bar and allow downloads from Hemma.
- The numbers in the file do not match what you see on screen? See my budget total looks wrong.