To see budget numbers and forecast there needs to be a budget uploaded. Download Boardeaser’s budget template in Excel-format, fill it in, and upload it.

Export template

Start creating a budget by clicking Data Management > Export and download the budget template. There are som options when exporting the template like year, with or withour budget suggestion and others.

Upload budget

Import the excel file after editing the excel file that you exported on the previous step. Do this by clicking “Upload Budget”. When uploaded you will see this data next to the actual data on several of the views on “Economy”.

Hittade du den hjälp du behövde?