Getting to Know the Import / Export

Overview

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.

The Import/Export Data page has two sections, Export and Import. You can export reports or your entire budget in XLSX format from here. 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.