Budget import

This procedure is used to import accounting budgets from a text file. Many companies do their budget work in Excel and to avoid having to register a budget manually in MONITOR, it is possible to import the already created budget from Excel. This procedure is mainly used to load entirely new records, but it can also be used to update existing records.

Import can be made to any accounting year, also future accounting years. You select which year by using the button Change accounting year on the toolbar.

Import of annual budget

This type of import is only used when the year's total per account string is registered in Excel and you wish to create period allocation in connection with saving the import. The allocation can be done according to the budget chart in the file or according to the budget chart selected for the account in the chart of accounts.

Import of period budget

This type of import is used when the budget is distributed per period in Excel. No budget chart is then required to save the budgeted values. However, if budget chart is missing from the import file it is required that a default budget chart is entered per account in the chart of accounts.

Import file

In the Import file box you enter the path to the file from which you will import data. To start the import click the button Import in the toolbar. All data will be loaded to the list in the Loaded records box. You can manually add and delete rows. You can also filter to decide which rows to see. To complete the import you must check the box Include for the rows you wish to save and then click Save . When you save, the included rows will be removed from the list.

Format templates

You can configure the format of the file at the time of the import. You can create a temporary format or a format template which can be used again. The function Format templates is found in the backstage of the procedure. There you can select for which columns data should be loaded/imported. For the content of the file you can also configure which limiters should be used as column limiter and decimal limiter. Furthermore you can enter a specific number of initial rows which should be skipped during the import.

Read more about format templates.