Budgets allow setting up some guidelines as to how the business is anticipated to operate in a projected period of time. A budget must be created first, via Tools > Setups on the ribbon and adding the budget by selecting Add, entering the name of the budget, then selecting Save.
If user security allows it, right click within the list grid, select Export Data and save the list information as an XLSX file. This file can then be manipulated, then re-imported via a menu script. Please contact support@happen.biz if the Budget Import menu script is required.
As see from the above image, there are a number of other useful right click options, all self explanatory.
Further information