To import a budgets or Forecasts created from a spreadsheet, you'll be using Futrli Advisor's CSV importer. In this guide, we'll run through how to smoothly get your CSV into Futrli Advisor!
Anytime data needs to be imported via a CSV, a helpful template will be provided. This pre-formatted file will be your base for getting data uploaded.
Budgets on spreadsheets can be uploaded onto Futrli Advisor using the CSV uploader. Of course, we have a helpful template available to make your life easier! Once you've selected to 'Create from a CSV import', you'll see the option to download the template:
This template contains a minimum of six columns that need populating:
Account Category (Column A, Row 1): You are able to bring through Profit and Loss Accounts through on the CSV (Income, Cost of Sales, Expenses, Other Income and Other Expenses). If one of these five are not selected, you'll be asked to map during the upload process.
Account (Column B, Row 1): The Account you enter here will need to match the Account within the Chart of Accounts exactly. If it doesn't, you'll be required to map it to the correct Account during the upload process.
Forecast Name (Column C, Row 1): This column is for a further breakdown to the Account, for example 'Drink Sales' could be broken down into a Forecast Item for 'Lemonade'.
Credit Terms (Column D, Row 1): The number of payment days added to a Forecast Item.
Sales Tax % (Column E, Row 1): Any figures entered here will override the defaults already set up, but if left blank, the import will assume this is 0. If we leave this column blank on the CSV it assumes 0 instead of using the Forecast defaults.
Date (Column F, Row 1): The date itself needs to be entered in the same format as the CSV upload for a Manual Organisation 'MMM-YY'. For example, 'MAY-17'.