Import Budgets from a CSV File

If you have made revisions to an exported budget from Realm, you can import it back.

You must have accounting administrator or accounting oversight permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Budgets.
  2. Click the budget draft you want to import items to.
  3. Click Import from .csv.
  4. Optional: Select Include inactive accounts, if necessary.
  5. Click Choose File, browse to the CSV you want to import, and double-click it.
  6. Click Import.