Budget Exports to Text — Header & Detail

Use the Budget Exports to Text to modify your budget and then import the new figures into Budget Management using the Data Import feature on the Administration menu.

The exports can be reached by selecting Exports > Budget > Budget Detail Export To Text and Budget Header Export To Text.

Step 1: Export the data

Set up the export

Note: The export options are the same for both the header and detail files.

1. Select the Cycle whose budget figures you want to export.

2. Select the Budget State — adopted, adjusted, proposed, or advised. Note: Only funds whose state match the selected state will be included in the export file.

The worksheets contain the following information:

• Budget Header Export to Text: Lists the cycle name and fund element value. Sample

• Budget Detail Export to Text: Includes cycle name, fund element value, pool number, account code, account type name, current amount, and the auto-create indicator. Sample

Step 2: Edit the data

Budget header export file

Review the budget header to make sure it contains all the fund element values for which you want to import a budget.

If it doesn't, open the .txt file with Excel, add the needed fund element values with their cycle, and save the file as .txt.

Budget detail export file

1. Open the budget detail file with Excel.

2. Change the amounts to the proposed amounts.

3. Save the file as .txt.

Step 3: Import the data into Budget Management

Use the header and detail .txt files in the Data Import as needed to create, adjust, and revise budgets.

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