Load this year's actual data into a Budget.

Load this year's actual data into a Budget.

Load this year's actual data into a Budget


Step 1. Select Advanced Budgets

Open the budgets module by clicking on the Budgets > Advanced Budgets menu option

Step 2. Select Load Actual

Open the budget into which you wish to load this year's actual data
Click on the Setup > Load Actual menu option
 

Step 3. Select Banks to include

Select the banks from which you wish to load this year’s data.
Hold down the Ctrl key and Click the mouse to multi-select if you don’t want transactions from all banks to be included.
 

Step 4. Select Enterprise Data to load

Select which Enterprise data to load into the budget
  1. If you are preparing a non-enterprise type budget you would select <All Enterprises into current section>
  2. If you are preparing an enterprise type budget, you would select <All Enterprises into their own section>
  3. You can also select to load specific enterprise data into the currently selected Enterprises (tab) in the budget
 

Step 5. Select the Year for data to be loaded into 

Choose the year(s) you wish to load the data into by ticking the corresponding boxes
The actual data will be loaded into each year you select
 

Step 6. Click on the OK button

  
NOTE: If you have already imported the actuals from a previous year, importing this year's actuals will override the data entered in the months for which there is data in your Cashbook. For example, if there has only been data entered up to January this year in Cashbook, then importing the actuals for this year will load data up to January and the remaining months will remain filled with the data that was already there.

Article ID 1098