Importing Budget

Posted by: MER

Importing Budget - 05/17/19 08:51 AM

How do I import a budget to Next Year's budget? I put together the budget as a csv file to import, but when I import the budget it updates the current year budget (really last year's budget, after doing a soft year end close), and the budget for the new year stays the same as last year's budget.
Posted by: Retired_Guy

Re: Importing Budget - 05/17/19 09:20 AM

Hello.

Perhaps this video will help you with this process:

Posted by: MER

Re: Importing Budget - 05/17/19 10:47 AM

That will do it, yes! Thank you smile