Update Multiple Account Budgets

1. In the Home window on the File menu, choose Import/Export, and then Export Records.
2. Select Export account budgets and click Next.
3. In the Export File window:

1. Enter a name for the file you are exporting.
2. Enter a destination for the file you are exporting, or click Browse to navigate to a destination.
3. Click Next.
4. To select the accounts you want to export, click the column beside each account, or click Select All to choose everything in the list. Then click Next.
5. To select the departments to which you want to export budgets, click the column beside each department, or click Select All to choose everything in the list. Then click Next. (Premium)
6. Review the export log for errors. If the export was successful, click OK to save the file.
7. Click Finish to close the wizard.

1. The exported file was saved in a .TXT format. Rename it as a .CSV file to open it in a spreadsheet program.
2. Open the file in the spreadsheet program and modify as required.

Note: The account number and department segment must match your Sage Simply Accounting data. If it does not match, it will be skipped during import.

3. Save the updated file in .CSV format.

1. Choose Import/Export from the File menu in the Home window, then Import Records.
2. Select Updated account budgets and click OK.
3. (Optional) To back up your company, click Back Up. When the backup is finished, click Next.
4. Enter the location of the file you want to import, or click Browse to locate it, and then click Next.
5. Review the import log for errors and then click OK.
6. Click Finish to close the wizard.

If any accounts or departments cannot be imported, they are identified in the Import Progress Report displayed on your desktop screen. You can print this report and adjust your spreadsheet as required.