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importing a budget into account right on the browser

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J3nniB
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importing a budget into account right on the browser

Hi, 

Im trying to get our budget data onto the browser, it is already in the desktop version. 

 

I keep getting this error even though the row count is identical??

 

Screenshot 2022-04-19 145442.png

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Yanike_S
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Re: importing a budget into account right on the browser

Hi @J3nniB 

 

I would recommend checking out this post on Budget Online Entries for information on that situation.

Kind regards,
Yanike

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J3nniB
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Re: importing a budget into account right on the browser

Hi @Yanike_S,

thank you for responding!!

 

No I have followed those steps meticulously and get the error. 

 

Smiley Sad

Kindly, 

Jenni

Yanike_S
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Re: importing a budget into account right on the browser

Hi @J3nniB 

 

I am sorry to hear you are still having issues with importing your budget. Could you please upload the CSV file so I can investigate this further.

Kind regards,
Yanike

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J3nniB
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Re: importing a budget into account right on the browser

Hi Yanike, 

I can't down load a CSV when I select CSV nothing happens, but I can download excel.

 

Please find the Excel download attached. 

 

 

Yanike_S
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Re: importing a budget into account right on the browser

Hi @J3nniB 

 

Thanks for that. It seems like your budget doesn't use the same information as the budget you would export from the browser. Make sure the Account headers start on row 7 and that all the other information is exactly the same as this:

MicrosoftTeams-image (2).png

 

Read more about that here: Working with CSV budget files.

 

Let me know how you get on with this!

Kind regards,
Yanike

MYOB Community Support

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