Update your financial budgets using Excel

Go to Settings, then Business Settings.
Choose Financial budgets.
Choose the budget period you want to update using the drop-down on the top right.
Select Update in Excel.
Select Export to Excel.
Choose a location on your device to save the file and select Save.

CAUTION: Saving your budget separately is crucial before re-importing it into Accounting, as it will replace the original budget.

Open your budget Excel file from its save location.
The existing figures will appear. .
TIP: A figure in red brackets is a negative amount.
Don't remove or add any columns or rows. Also, don't change the ledger account number, name or add any new ones to avoid import errors. Only update the figures.
Update the figures as needed.
For negative amounts, input a minus sign before the number (e.g., -829)
Enter 0 for any ledger account or period you want to exclude from the budget.
Save your file once all changes are made.

Go to Settings, then Business Settings.
Choose Financial budgets.
Select Update in Excel.
Select Upload into Accounting.
Choose Select file.
Find and select the Excel file and select Open.
The maximum file size is 0.3MB.
Select Continue.
Read the important Summary and select Yes if you want to proceed, or No if you want to go back.
Once you select Yes you will see a message We're uploading your budget.
Once complete, you will receive a notification in the navigation bar.
If the budget has been updated successfully, the notification will say Budget upload complete.
If your import has any errors, the notification will say We could only upload part of your budget.

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