With Futrli Advisor, you can upload budgets you've created in QuickBooks, Xero or from a spreadsheet into Futrli Advisor via CSV. Once imported into Futrli, these can then be edited, copied and reported upon just like all other forecasts.
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Downloading the template
Head to the 'Forecasting' section of Futrli advisor and then click the 'New' button adjacent to the organisation to which you wish to upload a budget.
Select 'Import' below 'Create from a CSV import'. This will allow you to upload a budget into Futrli Advisor via CSV:
Enter a name for your forecast and select the duration and start date:
Press Download Template:
The CSV upload screen. You'll be returning to this later after formatting your CSV for upload. You'll find an example CSV template:
Access the 'Xero Budget Manager' and select Export. Select CSV as your export format:
Open the downloaded CSV. We're going to be copying the account lines and the monthly values into the template we downloaded earlier:
Copy the account lines from the Xero Budget and paste them in row 3, column B of the template. Copy the cells containing the months and monthly values from the Xero Budget and paste them from column F, as below:
Export the template as a CSV and upload it: