How to: Import or Export a Budget

You can import and export budgets using the Import Budget from Excel batch job and the Export Budget to Excel batch job.

Budgets can be exported to and imported from:

To import a budget

In the Search box, enter G/L Budgets, and then choose the related link.
Select a budget. On the Home tab, in the Process group, choose Edit Budget.
On the Budget Matrix FastTab, select the matrix.
On the Filters FastTab, in the G/L Account Filter field, select the general ledger account number.
On the Actions tab, in the Functions group, choose Import from Excel.

In the Import Budget from Excel batch job, on the Options FastTab, fill in the fields as described in the following table.

Field	Description
Workbook File Name	The name of the Microsoft Office Excel workbook file from which the budget data will be imported in the Import from section.
Worksheet Name	The name or number of a worksheet from the workbook selected in the Workbook File Name field in the Import from section.
Budget Name	The budget to which you want the entries to be imported in the Import to section.
Option	Replace entries – To replace entries in Microsoft Dynamics NAV with the budget entries from Microsoft Office Excel in the Import to section. –or– Add entries – To add the budget entries from Microsoft Office Excel to Microsoft Dynamics NAV in the Import to section.
Description	The description for the imported budget entries in the Import to section.

In the G/L Budgets window, select a budget. On the Home tab, in the Process group, choose Edit Budget.
On the Budget Matrix FastTab, select the matrix.
On the Filters FastTab, in the G/L Account Filter field, select the general ledger account number.
On the Actions tab, in the Functions group, choose Export to Excel.

In the Export Budget to Excel batch job, on the Options FastTab, fill in the fields as described in the following table.

Field	Description
Start Date	The start date to be included in the budget.
No. of Periods	The number of accounting periods.
Period Length	The length of the accounting periods for the budget.
Column Dimensions	The column dimensions. Note If you have set filters for dimensions on the G/L Budget Entry FastTab, you must always specify the same dimensions in the Column Dimensions field on the Options FastTab. Dimension information will be lost when you import from Microsoft Office Excel if you do not specify the same dimensions.
Include Totaling Formulas	Select to include the sum formulas in Microsoft Office Excel.