Importing a Budget

To import a budget into the system, you will need to create a CSV file.  This can be saved anywhere on the computer.

It will require 13 columns, the General Ledger ID's in the first column followed by the budget value for the 12 months of the Financial Year in the following 12 columns. 

When importing into the Balance Sheet, please be aware that Asset Accounts (current and fixed assets) will be recorded as negative figures.

Note: Rows where there is no GL Code or the GL Code does not exist will not be imported.

When you are ready to import the CSV back into Infusion, go to Financials / Utilities / Import Budget

Select Import Budget.

Select the Financial Year and the Budget Type.

Import will add the Budget to the system.

See Manage Budget screen  for instructions on how to manage the imported budget.