--- title: "General Ledger Budget Import" canonical: "https://kb.myframeworks.com.au/space/CO/30510488/General%20Ledger%20Budget%20Import" format: markdown --- The Budget Import task allows you to import budget data into General Ledger. You can download a template with existing budget data to update or create a new budget from scratch. Budgets can be imported for a single month or for a full 12 months in one file. Common uses for this function include: - Setting up a new financial year's budget by importing target figures across a full range of G/L accounts. - Revising a budget mid-year to reflect an updated forecast, using a different **Budget Number** so the original budget is preserved. - Bulk-updating existing budget figures across many G/L accounts without manual entry. Each imported **Budget Number** becomes available for comparison in the **Financial Reporting Dashboard**. Refer to [Financial Reporting Dashboard - Field Definitions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/931856390) for information on selecting and defaulting a budget for a specific report. This process involves downloading a template CSV file, editing it with your required data, and uploading it back to Frameworks for processing. It is recommended to run the import with the **Report Only** option enabled first to validate your data before committing changes. --- ## Accessing Budget Import Click the **Frameworks Menu** and navigate to **General Ledger > Maintenance > Budget Import** from the navigation tree. The **Import Criteria** tab opens by default. --- ## Downloading a Template Download a template to ensure you have the correct format for importing your budget data. You can download a blank template, or export existing budget data from the current or previous financial years. ### Steps 1. From the **Export Template Fields** menu, select the fields you want to update or import (by default, all fields are selected). Hold **CTRL** to select multiple fields. 2. Refine the range of data to include in the template using these selectors: - **Budget Number:** Select the budget number you want to export. - **Financial Year From:** Select the starting financial year for the export. - **Financial Year To:** Select the ending financial year for the export. 3. Click **Download Template** to download the CSV template (glBudget.csv), including all fields and data based on your selections. > ✅ **Tip:** Enable **Download Template Only (No Data)** to download a blank CSV file (column headers only) for populating with new budget data. 4. Open the downloaded glBudget.csv file and add or edit the required fields. 5. **Save** the file, keeping the CSV file format ready for importing. ### Template Format The CSV file, opened in Excel, contains columns for each month and the relevant budget fields. ![image](media://4e12834f-27e6-4de0-839a-bd56abcdefe0) **Important notes when editing the template:** - The **Financial Year** value is the year the financial year begins. For example, enter "21" for the 2021/2022 financial year, which begins in July 2021. - To enter credit (negative) amounts for accounts such as Sales, change the required columns in Excel to "text" formatting. - Only months included in the CSV file are imported — you can import specific months if needed, rather than a full 12. - The Budget Import operates within the standard financial year, starting in July and ending the following June. For the 21/22 financial year, July to December falls in 2021 and January to June falls in 2022. --- ## Uploading the Import Once you have edited your CSV file with the budget data you want to import, you can upload it to Frameworks. 1. Click **Upload CSV** and select the edited glBudget.csv file, then click **Upload**. Once uploaded, the filename displays next to **Import File**. 2. Enable the **Report Only** checkbox to preview the changes before importing, or disable it to import the changes into Frameworks. ![image](media://0c4df944-d42a-4f93-b1f3-c7c77cc87dcb) > ℹ️ When the **Report Only** checkbox is enabled, Frameworks validates your data and produces a report of any errors that need to be corrected in your CSV file before the actual import can proceed. 3. Click **Submit** to send the import task to the Task Scheduler for processing. --- ## Import Rules - **Company Number, Financial Year, Budget Number** and **G/L Account Code** are mandatory fields in every import file. - At least one month value must be supplied for a row to be imported. - Budgets can be imported for a single month or for all 12 months of a financial year in the same file. - The **Financial Year** value entered is the year the financial year begins (for example, "21" for the 2021/2022 financial year). - To import credit (negative) amounts for accounts such as Sales, the relevant columns must be formatted as "text" in Excel before saving the CSV file. --- ## Schedule and Output Tabs 1. Click the **Schedule** tab. The scheduled task defaults to run **One Time** at the current system date and time. ![image](media://78f6751f-ad80-4ed0-97f1-86685623e392) 2. If you are performing a large budget import, you may want to delay the import to avoid impacting performance. Update the **Start date** and **time**, or use the date finder icon to select an appropriate date and time to run the task. 3. Select the task notification options to **Send a notification** or **Send an email** once the import has run. 4. Click **Submit** to import the CSV file. Click **OK** on the confirmation message that displays. 5. On the **Output** tab, under **Generated Reports**, click the report links to review the import. 6. If the **Report Only** option was enabled and the generated report contained no errors, repeat the upload process with **Report Only** disabled to commit the changes. If the report contained errors, resolve them in your CSV file before importing. 7. Click **Close** once the task has completed. --- > ✅ ## Related Information > ✅ > ✅ - Refer to [Budget Import](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401468) for the equivalent FRAM documentation of this function. > ✅ - Refer to [Financial Reporting Dashboard - Field Definitions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/931856390) for information on selecting and defaulting an imported budget within a financial report.