Anatomy of the Import / Export Data Page

Getting to Know the Import / Export Data Page

Users with either read-write or admin permission will have a menu option for any active budget (not Read-Only) under Create > Import /Export Data.

This Import / Export Data page is broken into two sections, Export and Import.  From here you can export  (in XLSX format) one or more reports from the REPORT section, or your entire budget from the MY BUDGET section.  You can use the budget export as a template for bulk importing elements of your budget, which is useful when adding more than a few items at a time.