Step 1: Open Advanced Budgets

• Click Budgets
  
• Advanced Budgets menu option or click on the Budgets toolbar icon to open the Advanced Budget window
  

• Ensure that the actual data to import falls within the date range of the budget into which importing to
  
• Open the budget or create a new one
  
• Click on the budget name. This will allow access to the date range of the budget 

Note: The default budget date range for a new budget is always the next financial year

To change the date, either:

• Change date manually -
  
  • Click on the up or down arrows either side of the set date range, to change the month (left side) or year (right side)
    
  • Click Apply to save
    
  • Click Yes, to Confirm message: 'Making the budget start earlier can cause issues with opening balances. Are you sure you want to proceed?', if this message appears
    
  • Click Yes to Confirm message: 'WARNING: Changing the date range requires saving the budget and reloading it. Any data outside the new date range will be lost. Proceed?', if this message appears
    
  • Click OK to Warning message: 'Please note that you should not print any budget-related reports in Cashbook until the budget has finished saving. Failure to observe this warning may result in incorrect reports.'
    
• Click on the drop-down list in the Change date range to ... box
  
  • Select an option. eg. this financial year
    
  • Follow the prompts as above
    

 Step 3: Import Actuals

• Click Tools
  
• Import Actual Data menu option