Help Center/Equipment/Exporting a Capital Plan

Exporting a Capital Plan

Download your capital plan as an Excel file with full line-item detail.

Once you're satisfied with a capital plan scenario, export it to Excel. The export includes every line item — equipment, property, area, estimated cost, replacement year, and timeframe classification — along with the annual spend summary and any leveling adjustments you've made.

Common Use Cases

  • Budget presentations
  • Lender submissions
  • Board packages
  • Import into your own financial models

Still have questions?

Contact our support team