Forum Discussion

Member

2 years ago

Solved

Migrating Budget Data from Desktop to Browser

When I make adjustments to my budget in Accountright desktop the revised figures are not carrying across to the web browser version. Do I have to manually adjust the web browser or is there some way ...

Earl_HD
2 years ago
Hi Pagee,

Thank you so much for your post and welcome to the Community Forum!

My apologies for the late response. The budget setup in the AccountRight browser interface differs slightly from that in the Desktop application. Consequently, entering budget data in one platform will not automatically synchronize with the other.

In theory, it is possible to export the budget from the Desktop application in CSV format and manipulate it to match the required file format for the browser. Below are the steps involved:

In the AccountRight desktop file, navigate to File >> Import/Export Assistant.

Choose Export Data >> Accounts - Budgets.

Opt to separate data using commas.

Select the relevant fields for export.

Open the exported file in the browser.

Go to Reporting >> Reports >> Budget Management.

Choose Create Budget and enter the necessary information.

Select Export to CSV.

Open both exports in Excel.

Manipulate the data from the AccountRight file to populate the Browser export.

Save the browser export file.

Return to the browser and import the manipulated data using Import >> CSV option.

Please do let me know how you go on this.
Regards,
Earl

Earl_HD

MYOB Moderator

2 years ago

Hi Pagee,

Thank you so much for your post and welcome to the Community Forum!

My apologies for the late response. The budget setup in the AccountRight browser interface differs slightly from that in the Desktop application. Consequently, entering budget data in one platform will not automatically synchronize with the other.

In theory, it is possible to export the budget from the Desktop application in CSV format and manipulate it to match the required file format for the browser. Below are the steps involved:

In the AccountRight desktop file, navigate to File >> Import/Export Assistant.
Choose Export Data >> Accounts - Budgets.
Opt to separate data using commas.
Select the relevant fields for export.
Open the exported file in the browser.
Go to Reporting >> Reports >> Budget Management.
Choose Create Budget and enter the necessary information.
Select Export to CSV.
Open both exports in Excel.
Manipulate the data from the AccountRight file to populate the Browser export.
Save the browser export file.
Return to the browser and import the manipulated data using Import >> CSV option.

Please do let me know how you go on this.
Regards,
Earl

RINkel
Experienced Cover User
2 years ago
Hi Ive tried your step-by-step below, to import a desktop budget to browser version. I have issues with Step 8, as its not letting me export the blank budget from browser to use as a template to adjust and re-import to the browser.

Also, step 5 created a TXT file, so I can resave this as a CSV this does this work for reimporting?
- RINkel
  Experienced Cover User
  2 years ago
  Also cant seem to manually enter a budget into the browser version - is this possible?
- Shella_A
  MYOB Moderator
  2 years ago
  Hi RINkel,
  
  Thanks for posting. Begin by clearing the cache and cookies in your browser, then try the process again. If you've been following the steps as given, you should be able to create a CSV file during the 8th step. For additional help, there's an informative article on working with budgets.
  
  If the issue persists, our virtual assistant, MOCA, can provide further assistance. You can access MOCA at myob.com/support. If MOCA isn't able to resolve your issue, our live chat team is on standby to assist.
  
  Otherwise, if my response has answered your inquiry, please click "Accept as Solution" to help other users find this.
  
  Kind regards,
  Shella