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#16439 - 03/24/09 02:49 PM Budget Import in Ledger 9
Cool Aid Offline
Adagio Scholar

Registered: 12/30/08
Posts: 78
Loc: Victoria, BC, Canada
Is it possible to import budget data into Ledger 9? If so, is there a specified template that indicates how the data should be set up and formatted?

Thank you,
Tanja

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#16440 - 03/24/09 02:53 PM Re: Budget Import in Ledger 9 [Re: Cool Aid]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Choose File | Import | Account Budgets and set up a template of the fields you want to import. Generally you need a spreadsheet containing a row for each account-department and the amounts for each period (12 or 13) in your fiscal calendar. If you budget annually, then you'd probably want to divide the annual evenly amount by 12 to create the 12 budget buckets.

There is a spreadsheet GLBUDGIM.XLS in the sample data (normally installed in \softrak\Ledger\samdata).
_________________________
Andrew Bates

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#16457 - 03/25/09 03:53 PM Re: Budget Import in Ledger 9 [Re: Retired_Guy]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4422
Loc: Vancouver, BC
The best way to create an import template is to start by exporting the existing budgets (works even if all $0.00) using the File|Export|Budgets.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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