Click here to Download the import template.
Click here to see import in action.
During import, you must specify the target Budget and Budget Segment to which expenses will be imported.
During import, you can import timeframe/s for each expense or assign one or more timeframe for all imported expenses. For example, you select a single timeframe (e.g., “Q1”), each expense will be directly imported as a single expense (e.g., $10k for FEDEX = $10k for FEDEX in Q1). If, however, you select multiple timeframes (e.g., “Q1”, “Q4”), each expense will be imported as a single expenses PER timeframe selected and the Projected Budget will be divided equally across each (e.g., $10k for FEDEX = $5k for FEDEX in Q1 and Q2).
If you want to import expenses across multiple budgets or segments, you should import them separately to avoid manual post-import reassignment.