Importing Budget

Cristy Virtucio

January 2025 in Blackbaud Financial Edge NXT® General Discussions

Trying to import budget in WB and have no luck. I used budget scenario in the past thru DB. Need input from someone who imported budget successfully thru WB.

0

Comments

• 

  Lindsey Huber

  

  January 2025

  @Cristy Virtucio You have to download the addin for excel to upload budget.
  

  0
• 

  Cristy Virtucio

  

  January 2025

  @Lindsey Huber
  I figured that is the only way right now. Was able to create my budget thru Budget Creator. Hopefully it will be available thru import option in GL

  0
• 

  Nikki Baldwin Blackbaud Employee

  

  January 2025

  

  @Cristy Virtucio, the ability to import budgets is available in webview at this time. What type of budget are you attempting to import and what issues did you run into?
  

  0