Import a Budget from Excel Worksheet

FAS: A guide to Import a Budget from an Excel Worksheet

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  • Click Journal/Budget on the top toolbar.
  • Select Budget Functions.
  • Click Import Budget from Excel Worksheet.
  • Browse for your Excel Worksheet by clicking the button, or type in the location and filename.
  • Choose the Budget Sheet Column you wish to import- Requested, Proposed, or Approved.
  • Check the boxes at the bottom to exclude invalid account numbers and/or account numbers containing letters.
  • Click the Import button.
  • Check the sheet for accuracy.
  • Click Post

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