To import budgets complete the following steps:
- Click on the gear icon at the top right
- Click on “Budgets” in the left menu
- Click the “Import” button
- Select file that includes budget (file must be in CSV format)
- Click on the "Upload" button
- If file includes a header row click on the checkbox next to "Header Row?"
- Ensure file columns are mapped to proper fields and make any changes by clicking on the dropdown field above the column and selecting the correct field
- Click on the "Finish" button
Supported columns are:
Budget import template file: