Write, Bureaucrats, Administrators
2,712
edits
Difference between revisions of "Importing Budgets"
no edit summary
| Line 7: | Line 7: | ||
# Budgets can be imported from templates created within BudgetLink. | # Budgets can be imported from templates created within BudgetLink. | ||
== Importing Budgets from a custom spread sheet == | |||
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 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. | ||
| Line 29: | Line 29: | ||
After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. | After importing, it is recommended that you review the imported budget data. 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 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. | * 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. | ||
== Importing Budgets from a Marked-Up Workbook or template == | |||
If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. | ||