Export and import budgets
Business Central provides the option for you to create budgets by using export and import functions.
You can export budgets to Excel by using the Export Budget to Excel batch job. When budgets are exported, you can perform the following tasks:
Use Excel to modify and add to the budget.
Create new budgets based on the exported budget figures.
You can import budgets from Excel by using the Import Budget from Excel batch job. When you import budgets from Excel, you have the following possibilities:
Import previous exported budgets from Business Central in an existing or new budget.
Create new budget entries by replacing existing entries.
Add budget entries to an existing budget.
Before you import a budget in Excel, we recommend that you export a budget from Business Central to obtain the correct format.
The chart of accounts, which G/L budgets are based on, has lines of account type Heading that contain the total of the lines below it. When you export a G/L budget, data on all lines is exported regardless of the account type.
However, data of the account type Heading can't be imported back in. When you select the Add entries option on the Import Budget from Excel batch job, any values on Heading lines will be ignored. By selecting the Replace entries option, any values that already existed on Heading lines will also be deleted.