General Ledger budgets can be imported using Keystroke File Import (KFI).
To create a KFI file to import to General Ledger Budget:
Set up a spreadsheet with the general ledger code in the first column and each period budget in subsequent columns. In the column after the last period budget add "<F9>".
Save the file as CSV format.
Open the file in Notepad and add <IgnoreCR> on the top line and save the file as a TXT file.
Change the extension of the TXT file to KFI.
Archive your dataset. See: Create an archive and find the archive file.
Import your KFI into General Ledger Budgets:
Use the KFI file to import your budgets:
Go to Setups, General Ledger, Budgets, General Ledger Budgets.
In the Budget Method task area, selecting Period.
In the Work Area task area, click in the Account Code field to place the cursor in that field.
Click the KFI icon in the toolbar. The General Ledger Budget Entry - Keystroke File Import window will appear.
Click File (F2) and select your prepared KFI file from where you saved it.
Click Start (F5) to start the import of the budget data.
When the file has imported click Close (Esc).
Check that the KFI file has imported the correct information:
Go to General Ledger, Masterfiles, Accounts Enquire.
Enter the related account code.
Go to the Budgets tab, review the figures to confirm they are correct.