How do I import my budget?

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The budget has been updated to allow users to Paste in their budget information.  Here are the steps to take to allow users to do that.

  1. The first step in the process is to export your budget to excel.  Onces its been exported add in your budget numbers.  Note: The file that you export out needs to stay the same.  Any changes that you make (adding columns/rows, removing columns/rows) could cause the import to not work properly.

  2. Once you have entered all of your budget information into the Excel file we can copy the data to import it in.  The first way would be to highlight the "Total" column starting with the first income account and ending with the last expense account then right click and select copy.  The other option that would work is to highlight the individual months (Jan to Dec) starting with the first income account and ending with the last expense account then right click and select copy.

  3. Click on the first income account under the "Total" column then right click and click "Paste" (if you are pasting in the totals).  This will past the "Totals" into your budget and cause all of the monthly amounts to be filled in.  If you are using the second option click on the first income account under January and right click and click "Paste".  This will past all of the individual amounts in each month.

  4. Once you have verified that the amounts are correct click "Save" to update your budget.

Note:  When the budget is imported in its possible that the amounts might be off depending on the rounding.  If you paste in the totals the system will adjust the months to equal that amount (one month might have 1 penny more than another month).  This is normal.

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