Importing a Budget From an Excel Spreadsheet [Revised]

Guide Steps

**Make sure your excel spreadsheet only has one Sheet**

Create a new budget record for a loan, by clicking Actions and Create New or View Budget for a new loan

Budget Excel Spreadsheet - 1

Or clicking the New button in Budgets for a loan with a budget already

Budget Excel Spreadsheet - 2


Click the import budget button in the Budget Edit window

Budget Excel Spreadsheet - 3

Select the Spreadsheet option

Budget Spreadsheet Excel - 4


You can select the column presets to the left, or choose what corresponding fields your spreadsheet columns are going to line up with to the right

Once done, click Continue and select your excel document to import

Budget Spreadsheet Excel - 5