- On the top menu, click Journal/Budget, then Budget Functions, then select Create/Update Budget in Excel Worksheet.
- Enter the fund number.
- 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.
- Browse for Excel file. This will update the charged column and open the Excel Budget Worksheet.
- Save when complete.
Note: To update the budget requests from the online requisition system, put a check in the box next to Update requested column from web system and then click Update Spreadsheet. This will not update the charged column.
** 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.