Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Excel-Based Budget Importing Incorrect Figures

(0) ShareShare
ReportReport
Posted on by

Hello:

A GP 2018 end user who upgraded from GP 2010 showed me how her fiscal year 2020 budget in GP imported the total for each account into each of the first two periods of the fiscal year.

She had started off choosing New...using Budget Wizard for Excel, in the Budget Selection window, and exported a blank budget. 

She, next, updated that template with her figures and imported.

As I said, each of the first two months of each account now contain the total amount for the entire fiscal year for that account.

How can this be fixed?

Thanks!

John

Categories:
  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Excel-Based Budget Importing Incorrect Figures

    We created a new Excel template, and that was "it".  The end user says that she, originally, had an instance of Excel open  at the time that she first worked with Excel-Based Budgeting and that the other instance of Excel may have had budget data or perhaps even another template open.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 565

#2
Martin Dráb Profile Picture

Martin Dráb 536 Most Valuable Professional

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 402 Super User 2025 Season 1

Product updates

Dynamics 365 release plans