Adagio Tip Of The Month: Importing A Budget

Aug 14, 2019

Question: How do I import a budget to Next Year’s budget? I put together the budget as a csv file to import, but when I import the budget it updates the current year budget (really last year’s budget, after doing a soft year end close), and the budget for the new year stays the same as last year’s budget.

Answer: Softrak has a Tell Me How Video on this very topic here: In fact there are many such videos on their YouTube Channel which is definitely worth checking out!

This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!