Importing Budgets from a custom spreadsheet - Revision history

Nic at 00:08, 9 August 2019

2019-08-09T00:08:24Z

← Older revision		Revision as of 19:08, 8 August 2019
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	~~== Importing Budgets from an Excel Workbook ==~~

	~~[[File:ImportBudgetWorksheet.png\|300px\|thumb\|right\|Importing budgets dialogue from a custom spread sheet.]]~~

	== Overview ==		== Overview ==

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	== Procedure==		== Procedure==

			[[File:ImportBudgetWorksheet.png\|300px\|thumb\|right\|Importing budgets dialogue from a custom spread sheet.]]

	# From the '''Menu''', click on '''20. Budget Entry''';		# From the '''Menu''', click on '''20. Budget Entry''';

Nic at 00:08, 9 August 2019

2019-08-09T00:08:01Z

← Older revision		Revision as of 19:08, 8 August 2019
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	If you have created a [[Budgets\|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.		If you have created a [[Budgets\|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.

			Alternatively, you may also [[Importing Budgets from a Budget Template\|import budgets from a Budget Template]].

	== Procedure==		== Procedure==

Jeff at 23:30, 3 October 2016

2016-10-03T23:30:39Z

← Older revision		Revision as of 18:30, 3 October 2016
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	== Overview ==		== Overview ==

	If you have created a [[Budgets\|budget]] in ~~your own~~ Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.		If you have created a [[Budgets\|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.

	== Procedure==		== Procedure==

Jeff at 01:38, 14 September 2016

2016-09-14T01:38:49Z

← Older revision		Revision as of 20:38, 13 September 2016
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	== Overview ==		== Overview ==

	If you have created a [[Budgets\|budget]] in your own Excel Workbook, follow these instructions to import it. You will need to ensure that ~~your~~ Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.		If you have created a [[Budgets\|budget]] in your own Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.

	== Procedure==		== Procedure==

Jeff at 01:38, 14 September 2016

2016-09-14T01:38:23Z

← Older revision		Revision as of 20:38, 13 September 2016
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	== Overview ==		== Overview ==

	If you have ~~taken the time of creating your own spreadsheets to devise your~~ [[Budgets]], follow these instructions to import ~~your budget~~. You will need to ensure that your ~~spread sheet~~ contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.		If you have created a [[Budgets\|budget]] in your own Excel Workbook, follow these instructions to import it. You will need to ensure that your Worksheet contains, at a minimum the [[Accounts\|account numbers]] and [[Periods\|periods]] the budget relates to.

	== Procedure==		== Procedure==

Jeff: Created page with "== Importing Budgets from an Excel Workbook == Importing budgets dialogue from a custom spread sheet. == Overview == If..."

2016-09-14T00:20:18Z

Created page with "== Importing Budgets from an Excel Workbook == 300px|thumb|right|Importing budgets dialogue from a custom spread sheet. == Overview == If..."

New page

== Importing Budgets from an Excel Workbook ==

[[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]]

== Overview ==

If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to.

== Procedure==

# From the '''Menu''', click on '''20. Budget Entry''';
# Click on '''Utilities''' link in the menu;
# From the Utilities page, click on '''Import from Worksheet''';
# Click '''Yes''' to take a backup of your budgets, prior to importing;
# In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported;
# In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data;
# In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook;
# In the '''Worksheet''' list and select the desired worksheet;
# Select the '''Budget Version''' for which to import;
# Select the '''Company''' for which to import;
# Select the '''Financial Year''' for which to import;
# Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK''';
# Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK''';
# Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK''';
# Click '''OK''' on the Import Budget Data dialog box to import the data;
# Once the import has finished, click '''OK''' on the confirmation dialogue.

After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]].

=== Notes ===

* If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported.
* If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year.