Create a spreadsheet for importing budget data

You can import budget data from a spreadsheet. The spreadsheet needs to include a column for each reporting period you're budgeting. Instead of doing this manually, you can create a spreadsheet that automatically includes all the columns you need, including ones for the reporting periods that you're budgeting.

Download a CSV template with budget period headers (1:42)

1. Go to Budgets > All > Budgets repository.
2. Find the budget for which you want to import data, and select Export for that budget.

   The Budget Report page appears.

3. In the Time period section, specify the reporting periods that you're budgeting.
   Budget data that you import replaces existing budget data. If you do not want to change existing budget data, select reporting periods that do not already have any budget data.

   For example, you have budgeted 10,000 for account 1400 (with no dimensions) for the reporting period Month Ended Jan 2024. If you import a budget with a row for account 1400 (with no dimensions) and a column for reporting period Month Ended Jan 2024, whatever is in that row and column will replace the existing budget amount.

4. Verify the following options:
   • Include statistical accounts in output To include statistical accounts in your budget, select this option.
   • Include notes columns for periods To include notes for reporting periods in your budget, select this option.
   • Use CSV importable format Make sure that this option is selected.
5. Select View to check that there are columns for the reporting periods you want.
6. Select Export > CSV.
7. Select Download the file and save the file to your computer.
8. Open the file.
   To make the file cleaner and easier to work with:

   • If there's no data other than the column headings, delete the second row that says "No data found for selected filters".
   • Change the column widths to make column headings easier to read.