Good morning,

Is there a way to import budget data from excel for a new fiscal year?

Thanks
Robert

Hi Robert,

Yes, You can import budgets or forecasts from an Excel spreadsheet for a specific fiscal year, either monthly amounts or an annual amount that is automatically spread evenly across all periods.

Here is a link to our website with a short video on how to import budgets into Adagio Ledger. This video also shows how to update budgets from a specially designed Financial statement.