This topic contains 2 replies, has 0 voices, and was last updated by pbrennan 16 years ago.
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carrie.roesner@centro.netWe are beginning our budgeting process for 2009 and wanted to know if we can import a budget for Jan-June and then re-forecast/budget for the second half of the year at a later date (and import the second half of the year while leaving the first half in tact). We’re a start-up and given the economy, it’s really hard to predict anything at this point.
Our staff accountant that imported the 2008 budget quit, so this will be my first go around with importing budgets in NS, so please be granular in your response if you have advice.
Thanks!
-Carrie
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Damon ReadRE: 6 month budget
I think if you have advanced financials you can have multiple budgets.
So you could have Budget 1 (original) then Budget 2 (revised).
At least I hope thats the case, because thats why I paid for advanced financials but havent yet got round to using it !
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pbrennanRE: 6 month budget
Carrie,
You should be able to either leave the first 6 months blank or re-import the same numbers you had in your first go-round when you do your second import.
If you open the budget import wizard you fill find a template for the csv file you will need for the import. In that you’ll see that your data is laid out in columns for each period. In your first import leave the last half of the year blank. For your second import use the same spreadsheet just add in number for the last half.
I think this will work, it would be easy to test by importing to one account only. It’s always a good idea to test your import with one item before you try the whole thing.
Pat
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