Import Budgets from a CSV File
If you have made revisions to an exported budget from Realm Accounting, you can import it back.
- You must have accounting administrator or accounting oversight permissions to perform this task.
- In the top-left corner, click your ministry hub then Accounting. Then click Budgets.
- Click the budget draft you want to import items to.
- Click Import from .csv.
- Optional: Select Include inactive accounts, if necessary.
- Click Choose File, browse to the CSV you want to import, and double-click it.
- Click Import.