Difference between revisions of "Importing Budgets"

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== Overview ==
== Overview ==


Budgets can be imported into BudgetLink in a few different ways.
[[Budgets]] can be imported into BudgetLink in a few different ways.  


== Importing Budgets from a custom spread sheet ==
# Some budgets can be read directly from your accounting package;
# Budgets can be imported from custom spread sheet;
# Budgets can be imported from templates created within BudgetLink.


If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget.
== Importing Budgets ==


== Importing Budgets from a Marked-Up Workbook or template ==
There are two different ways to import budgets.


If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget.
1: Import from a [[Importing Budgets from a custom spreadsheet|budget worksheet]] you created
 
2: Import from a [[From a Budget Template|budget template]] created from within BudgetLink


== Related Topics ==
== Related Topics ==


[[Creating Budget Templates]]
* [[Exporting Budget Data]]
[[Entering Budgets]]
* [[Creating Budget Templates]]
* [[Entering Budgets]]
* [[Modifying Budget Data]]

Latest revision as of 21:48, 7 March 2017

Overview

Budgets can be imported into BudgetLink in a few different ways.

  1. Some budgets can be read directly from your accounting package;
  2. Budgets can be imported from custom spread sheet;
  3. Budgets can be imported from templates created within BudgetLink.

Importing Budgets

There are two different ways to import budgets.

1: Import from a budget worksheet you created

2: Import from a budget template created from within BudgetLink

Related Topics