How to import a portion of the budget without wiping out existing amounts
In some cases, you may need to edit/insert a portion of your income and expense account budgets. You can do so without affecting other budget line items that have existing budgets.
For example, account I-0-003-001 has an existing budget of $10,000 that you do not wish to adjust. Additionally, you need to update the budgets for category "032". The 032 category budget total is $10.
You could manually update the budget amounts for category 032
-or- you could:
- Export to Excel the portion of the budget you need to change
- Update the budget amounts in the Excel spreadsheet
- Import those budget line items back into the application
Existing account budget:
To export, go to Process → Budget Entry, and choose the budget year you wish to update. Filter the budget, click search, then export.
Here is an image of the import/export file:
To import the file, go to Processes → Import Processes → Budget
Once the file is imported, account I-0-003-001 still has its $10,000 budget, and 4 account budgets were updated in the import process.
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