Import Budget

This feature allows you to export the Income and Expense accounts to Excel, create a budget for each period of the selected financial year, and then import the budget for all accounts. The Local Church Treasurer role is able to do this, as well as the Conference Treasury Staff and Conference Administrator roles.

1.  In ACAS, go to the Admin menu, then click Import Budget.

2. In the Export Budget to File section, choose the year that the budget is to be created for. Then click Export.

3. A file with all Income and Expense accounts will be downloaded.

4. Open this file in Microsoft Excel and add the budget figures for the required period/s for each account. Save the file.

   1. 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. 

5. In ACAS, go to the Import Budget screen and click the Choose File button.

6. Navigate to the Excel file containing the budget and select it.

7. 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.

8. Once the validation successfully passes, click the Import button. 

9. The budget figures will be imported and you can check them in Accounts under the Budget tab of an Income or Expense account.