Import Budget

Accounting 🡪 Budget → Importing Budget

The budget import feature in the accounting module system allows users to import budget data for a month, quarter, or year. This feature enables efficient bulk entry of budget information by uploading a prepared file.

Accessing the Income statement modification

• Navigate to the Accounting → Import Budget

Importing a budget

• Downloading the Sample File

  • Options: 

    • Choose to download a sample file for a month, quarter, or year.

  • Steps:

    • Click the Download Sample button.

  • Save the sample file to your computer.

• Preparing the Budget File

  • Required Fields

    • Columns with the symbol * are required to be filled.

  • Account Name

    • The Account Name column can accept either the account ID or the account name.

  • Formatting

    • Format the Excel file as text before entering values to ensure data integrity.

  • Duplicate Rows

    • Duplicate rows will not be imported, so ensure each row is unique.

• Uploading the Budget File

  • Select Fiscal Year:

    • Choose the fiscal year for the budget.

  • Specify Account Type:

    • Choose between Profit and Loss Accounts or Balance Sheet Accounts.

  • Select Time Period:

    • Select the type (month, quarter, or year).

• Attach File:

  • Click the Browse button.

  • Select the prepared budget file from your computer and attach it.

  • Upload:

    • Click the Upload button to import the budget data.

Upon uploading, the system will verify the attached file and process it accordingly.

Figure 1 Importing Budget