--- title: "Budget Import" canonical: "https://kb.myframeworks.com.au/space/FRAM/28401468/Budget%20Import" format: markdown --- The General Ledger **Budget Import** function allows you to bulk export existing G/L Budget data to a template file or import budget data into the G/L Budget table. 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** (2–9) so the original budget is preserved. - Bulk-updating existing budget figures across many G/L accounts without manual entry, one company and financial year at a time. Each imported **Budget Number** also 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. > ℹ️ 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 To access the **Budget Import** function: 1. Click the **Frameworks Menu** and navigate to **General Ledger > Maintenance > Budget Import** from the navigation tree. 2. The **Import Criteria** tab opens by default. ![image-20260722-065045.png](media://76929440-2176-40e6-87cf-182b94019958) --- ## Downloading a Template Downloading a template is recommended as it provides the correct CSV file format with the appropriate column headings for your import. You can also use this process to export existing budget data from the current or previous financial years. ### Steps 1. From the **Export Template Fields** menu, select which fields you want to include in your template (hold the **CTRL** key to select multiple fields). 2. Refine the range of data to include using the following selectors: - **Budget No.:** Select the budget number you want to export. - **Financial Year From:** Select the financial year to start the export from. - **Financial Year To:** Select the financial year to end the export on. ![image-20260722-065223.png](media://ccb73968-cd02-43fc-85f0-d05a645c0609) 3. Click **Download Template** to download the CSV template (glBudget.csv), including all fields and data based on the selections above. > ✅ **Tip:** Enable the **Download Template Only (No Data)** checkbox 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. --- ## 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 confirm the changes before importing or disable it to import the changes into Frameworks. ![image-20260722-065345.png](media://c7f4043c-5330-47fe-9e09-b7d5ab6b9267) 3. Click **Submit** to send the import task to the Task Scheduler for processing. 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. --- ## 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. --- ## Schedule and Output Tabs 1. Click the **Schedule** tab. The scheduled task defaults to run **One Time** at the current system date and time. 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 Picker** 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. > ✅ Refer to [Scheduled Task - Scheduling and Output](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402256) for more information about notifications and scheduling. --- > ✅ ## Related Information > ✅ > ✅ 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.