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.

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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