OKAY! I give up! [:I] Would someone PLEASE tell me what the column layouts in Excel must be to import a budget from Excel? If this is somewhere in the Help text, I assure you it must be hiding under a rock! I’ve looked…and I’ve tried several formats. Each time it tells me that it cannot find any GL accounts in the file. My “current” rendition is G/L Account, Account Name, Dim1, Dim2, Dim3, Dim4, Amount1, Amount2, …Amount12 - using monthly buckets. Thanks.
try to export budget to Excel and then use it as a pattern
Well, Denis, looks like I was my own worst enemy! I’d tried this earlier but taken out the column headings…as if I were doing a dataport. But, once I tried it leaving the headings - no problem - it goes in just fine. [:o)] Thanks!