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Budget Creator Add In

LeeAnn Bronson

I am trying to use the Budget Creator Add In to edit an existing budget. I have used it successfully before. Now I keep getting a red msg saying "an error has occurred". Nothing in the worksheet is highlighted like what usually happens with a JE. I have no idea what the error is. I have tried creating the worksheet multiple times.

Chat has not been helpful.

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Comments

Jennifer Johnson

There are a few "quirky" things with the Budget Creator add in, but it is definitely worth using.

Rounding - make sure that the months equal the total exactly. You may need to use the round formula with with no more than 2 decimals.
Account restrictions - accounts cannot violate Project account restrictions
Extra rows - I have had success with deleting the last few rows, even if they are blank. You cannot have information in a row if all the required fills do not have data.
Excel may encounter an expected error - Close out of Excel when finished with imports and don't have other unnecessary spreadsheets open. (I use Microsoft 365

If none of these help, I can look at your import file. Post a screen shot or you can send me your spreadsheet via email.

Angela Tuttle

Make sure there are no blank cells; use a 0 where needed.

LeeAnn Bronson

Thanks for the hints. I have run into those issues with the JE creator. This is still a mystery. I deleted the extra rows and started a fresh blank workbook and still the error. Contacting chat help AGAIN.

Josceline Reardon

Hi Jennifer,

Our CFO is trying to import a budget for the first time, using the Excel Add-On with Microsoft 365 and when she hits submit, it says “please correct these errors” and 1 column has a few cells in red, but there isn't any additional information on what the error is. Wondering if you have any troubleshooting tips we could try. Thanks in advance!

Karen Edwards

Most of the time when I get the red cells, it is because the account is in my budget software, but it is not in FE.

Josceline Reardon

Thank you! It ended up being that the cells were set to round after 5 decimals.