Solution Properties
Solution ID:
230920121121017
Last Modified Date:
Fri Sep 11 11:05:12 UTC 2026
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Update your financial budgets using Excel
Description

Use Excel to update selected values in your financial budget while keeping the remaining values unchanged.

Download your current budget, update the figures in Excel, and import the file into Sage Accounting. The import will replace your current budget, so save a copy before you import.

Before you begin

You must have already created the default budget. Find out how to create your financial budget.

You can create your default budget with zero values to start.

NOTE:

This feature is only available in Sage Accounting Plus. To upgrade, read how to upgrade your Sage subscription.

Cause
Resolution
▼ Export your budget
  1. Go to Settings, then Business Settings.
  2. Choose Financial budgets. 
  3. Choose the budget period you want to update using the dropdown on the top right.
  4. Select Update in Excel.
  5. Select Export to Excel.

Your browser will store the file in the downloads folder. Move it to a preferred place if required.

TIP:

Once you reimport the file, the budget values permanently update. Create a copy of the budget as a back-up in case you need to revert to the original figures.

▼ Update your budget in excel
  1. Open your budget Excel file from its save location. 
  2. The existing figures will appear.

    TIP:

    A figure in red brackets is a negative amount.

     
  3. Update the figures as needed.
    • For negative amounts, input a minus sign before the number (for example, -829) 
    • Enter 0 for any ledger account or period you want to exclude from the budget.
  4. Only update the figures, don't change the ledger codes or names.
  5. Once you've made all the changes, save the file.
▼ Reimport your budget
  1. Go to Settings, then Business settings.
  2. Choose Financial budgets. 
  3. Select Update in Excel.
  4. Select Upload into Accounting.
  5. Choose Select file.
  6. Find and select the Excel file and select Open.
    The maximum file size is 0.3MB.
  7. Select Continue. 
  8. Read the important Summary and select Yes if you want to proceed, or No if you want to go back.
  9. Once you select Yes, you’ll see a message We're uploading your budget.
  10. Once complete, you’ll receive a notification in the navigation bar.
  11. If the budget uploads successfully, you'll see the notification 'Budget upload complete'.
  12. If your import has any errors, the notification will say We could only upload part of your budget.

Learn more about budget upload errors.

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