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The following will guide you on how to import budget information.

Import Full Year Budget

    1. Say here is the csv file you want to import.
    2. Create a new budget record (See How to Add new budget record) or open a budget record (See How to Search and Open budget record)  to where you want to import the above budget information.
    3. Click Import. The Import mini-screen will be opened. Say you will be importing a full year budget, check Full Year checkbox, browse for the csv file and click OK.
    4. Budget information will then be imported to the opened budget record.

 

 

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