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- In ACAS, go to the Admin menu, then click Import Budget.
- In the Export Budget to File section, choose the year that the budget is to be created for. Then click Export.
- A file with all Income and Expense accounts will be downloaded.
- Open this file in Microsoft Excel and add the budget figures for the required period/s for each account. Save the file.
- Note - Do not make modifications to the formatting or names of accounts or similar, as this will make the import template invalid and it will not work.
- In ACAS, go to the Import Budget screen and click the Choose File button.
- Navigate to the Excel file containing the budget and select it.
- The file will be validated to ensure the figures are in the required format. A message will indicate that the validation completed successfully, or that there are errors that need correcting.
- Once the validation successfully passes, click the Import button.
- The budget figures will be imported and you can check them in Manage Accounts under the Budget tab of an Income or Expense account.