Export Budget Data and Edit in Excel
You can export budget data from ACS, edit it in Excel, and import it back into ACS.
This is helpful if departments within your organization need to update their individual budgets but do not have access to ACS Financial Suite.
First, enter your budget following the steps in Add/Edit Budgets. Then, you can export your budget to Microsoft® Excel®, edit the dollar amounts, and import the data back into General Ledger. ACS automatically starts the Excel program for you.
- Under Manage Records, select the Budgets tab.
- In the drop-down list, select Export/Import Budget and click Go
.
- In the Export/Import drop-down list, select Monthly Budgets or Annual Budget.
- Select the Export Year of the budget you want to export.
- Optional: Select Export Information and Account Filters.
- Click Export Data. This process may take a few minutes depending on the number of accounts you have in your general ledger.
- In the Save As dialog box, navigate to the folder where you want to save the export.
- Enter a file name for the export and click Save. The export saves as a .csv file.
- A progress bar shows the status of the export. When it is complete, click OK.
ACS exports the budget to Excel using the path x:\acsnet\acsfdat\data1\budget (the x: represents the drive letter ACS is located on. The drive letter varies depending on where your ACS is located). Locate the .csv file in Excel by browsing the path and selecting the budget.
When entering your budget in Excel, do not make any changes to your accounts, such as adding new accounts, moving accounts, renumbering accounts, or deleting accounts.
In Excel, only make changes to the budget amounts. Any other changes that you make in the Excel spreadsheet do not import back into ACS. If you want to change your chart of accounts before entering your new budget, make the changes before exporting the file to Excel.