Import Budgets from Excel
After making changes in Excel, you can import the budget file back into ACS.
You must close Microsoft Excel to import your budget to ACS. ACS automatically opens Excel and extracts the information. If you have entered budget information in ACS, importing from Excel erases any existing budget information for the selected import year.
The import process may take a few minutes depending on the number of accounts you have in your chart of accounts.
- 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 a budget option to import.
- In the drop-down list, select the budget's Import Year.
- Click Import Data.
- If you are importing an annual budget, the Import Annual Budget window displays. Select the appropriate budget distribution option.
- If you are importing a monthly budget, a confirmation message displays. Click OK.
- In the Open dialog box, navigate to the file that you want to import.
- Select the file and click Open.
- Click OK. Your data imports from Excel to ACS.