Appendix > Appendix > GL Budget Import Requirements
GL Budget Import Requirements
You can import CSV or XML budget files. You can only import revenue and expense accounts.
The column order in the file you import does not matter, but the column headings must match what is shown in this table. The import process will ignore anything that does not match the column headings.
Required fields are noted with an asterisk (*)
Column Number
Column Heading
Notes
1
* AccountNumber
Account number from master record
2
Description
Description from master record
3
Annual
True or False
4
YearCurrentBudget<Year>
Noted year’s current budget
5
CurrentBudget<Period#>
Noted period’s current budget
6-65
Columns 4-5 repeated as needed
Maximum periods = 65
Setting Budgets for Your Accounts
Published date: 12/03/2021