Using the Excel Add-in for Adjusting Finalized Budgets

Jeff Smith
Jeff Smith
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in Blackbaud Financial Edge NXT® General Discussions

I am working on quite a few budget adjustments for my current FY Finalized Budget due to many changes that have recently occurred. When I get to that point, is it possible to upload my budget adjustments using the Excel Budget Creator Add-in or do I need to manually adjust each line in my budget?

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    Answer ✓

    Currently you can't use the excel add in with finalized budgets. Those will have to be done manually as you're prompted for each line to add the adjustment reason. This can't be done in the add in, nor in imports.

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