Budget for Revision Export to Excel

Use the Budget for Revision Export to Excel to modify your budget and then import the new figures into AptaFund.

The report can be reached by selecting Reports > Budget > Budget for Revision Export To Excel.

This worksheet contains: cycle name, fund element value, account code, current amount, and account type.

Step 1: Export the data

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.

3. Click Report to Excel to generate the file.

Step 2: Edit the data

1. Insert a column immediately after the fund element value, and fill this column with the budget pool number or zero if the account isn't part of a budget pool.

2. Cut the Account Type Name column, and insert it before the Amount column.

3. Change the amounts to the new proposed amounts.

4. Copy the data without headers and paste into Notepad.

5. Save the file as .txt.

Step 3: Import the data into Budget Management

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

Return to Budget Reports Overview