Objective: In this article, I will answer some of the specific questions that are raised regarding budgets in ConnectNow Accounting.
You can either create and edit the budget inside CNA or you can use the Import/Export function. Please click on the link above for more detailed information on how to enter a budget.
When I enter my budget amounts, they don't save.
Make sure you do not use commas in your amounts.
If I export a file how does CNA know whether the file is Current, Next Years', or Next Year +1 when importing the file?
The system assigns the export file an ID number, and then when the file is imported the system will put the budget in the correct year. Please note: the date is based on your current accounting month.
This means that if you Export the Next Year budget, then run End of Year before importing that budget back into CNA, it will import in as the current year budget, not the Next Year Budget when you finally do import the budget. CNA knows the year to which it belongs (based on the ID number it was assigned during export).
This also means you cannot export the Next Year Budget and expect to use that same budget to import as other, future Next Year Budgets. Each year will need to be exported and imported individually. You should use the Same as Last Year Budget button the Budget Entry screen if you wish to copy the same budget from year to year.
How does the system transfer Next Years' budget?
When you close the fiscal year, the system moves the current "Next Years Budget" into the new fiscal years "Current Budget".
Can I add an account in the exported file?
No, you have to create the account in CNA before you export.
The system is giving an error message when trying to import.
The import file must be in the file format of .XLSX Excel versions 2007 and beyond have this file extension available. Prior versions of Excel do not. However, you can open a 2003 file with Excel version 7 (or later versions) and then save the file as an "xlsx" format.
How can I remove the hyper-links in the Excel exported file?
When you export, it is best to use the CSV format and make sure to save the file (don't open it directly from CNA); then open the saved file in Excel. This way you will have a nice format to work with and you won't have the hyperlinks you would have if exported directly to Excel.
Can I edit the budget after I've imported it?
Yes, you can, but it will no longer match your import file. If you want a "date-stamped" record of the CNA budget, simply export it again.
The import process is generating an error message about a line in the file, how do I fix it?
Review the line for errors. Check for blank cells. Try fixing it by exporting a new spreadsheet, then copying and pasting your work on the first budget spreadsheet into the new exported file.