Import Budget

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Info

Note: You can only import financial year – not calendar year.

 

On the ribbon, go to Tools > Menu Scripts and tick Budget Import, then refresh (refreshicon) Jim2.

 

budget script

 

Export Budget

1.On the ribbon, go to Management > Budgets.

budgets tab

2.Select the year and budget. The Fin.Year should be the same as the Budget year.

budget 2019

3.Click Run.

4.If there is no data, select Generate Budget.

5.Once there is data, right click in the grid and select Export Data.

export budget

Edit the resulting spreadsheet, ensuring you do not rename or move any columns. Cells should be formatted as whole numbers, and do not use any references.

 

Import Budget

1.In the Jim2 Budget screen, select the budget and year.

2.Click the Import Budget script.

import budget

3.Choose the correct spreadsheet and select Ok. Tick to override existing budget entries if desired. Tick Override existing Budget entries if desired.

4.Click Run.

 

Further information

Budgets

Budgets – Autoadd

Budgets – Manual

Set up Budgets