- On the top menu, click Journal/Budget, then Budget Functions, then select Create/Update Budget in Excel Worksheet.
- Fill in the Excel Budget Worksheet window as needed then click Create New Spreadsheet.
- Check the box next to Already Started New Year if you are working on the current fiscal year budget. Do not check the box if you are not working on a budget for the current fiscal year.
** NOTE**
You may have to change a setting in Excel depending on the version you are using. The File or Excel Options menu should be set to Include 2 Sheets when creating a new workbook.