import budget data
Are there insturctions for how to import budget data please?
I exported the (zero balances) budget file and entered the budget data but when i try to import the filled-in file it won't even match the import fields. It is not very user friendly.
Hi Nicccc,
Thank you for your post and sorry no one has responded to your query.
You can find instructions on importing and exporting data here: Importing and Exporting Data.
To obtain an example of the required format I suggest that you export your existing budgets from Accountright using the "Import and Export Assistant".
If you weren't too familiar with this, I would suggest testing this in your Clearwater Sample file and I would also advise taking a backup of the file before doing this task.
Let me know if you have any further queries.
If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.
