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      • Exclude commas from the number format; Enter 10000.00 rather than 10,000.00

      • Every field must be filled in; any periods that do not have budget amounts to import, fill with 0.00. If there is a blank field you will receive an error when you import the budget.

      • The Account and Department columns must match the system.

      • Include leading zeros in Accounts or Department code (such as Dept 05)

      • The Account must be associated with the particular Department in the system.

      • Enter negative numbers (Credits) as -####.00. Both revenues and expenses should be entered as POSITIVE amounts unless they are contra-revenue or contra-expense accounts (these should be entered as negative amounts -#,###.00 (such as -10001,000.00).

      • Save the import file will as a .CSV file.