Click here to download the import template.
During import, you must specify the target Budget and Budget Segment to which expenses will be imported.
During import, you must also specify timeframe/s for each expense. For example, if you specify a single timeframe (e.g., “Q1”) to an expense, it will be directly imported as a single expense (e.g., $10k for FEDEX = $10k for FEDEX in Q1). If, however, you specify multiple timeframes (e.g., “Q1”, “Q4”) to an expense, each child expense will be divided equally across each (e.g., $10k for FEDEX = $5k for FEDEX in Q1 and Q4).