You may import the budget totals (for accounts linked to the Reporting group 1), which have been added or edited on the Budget tab for selected accounts in Setup → Accounts (Setup ribbon) or on the Budgets icon (Reports ribbon), into a spreadsheet.

To import budget totals for reporting group 1 into a spreadsheet: 

  1. On the Reports ribbon, select Spreadsheet reports → General ledger → Budget → Column balances → Reporting group 1. The budget totals linked to the Reporting group 1 will be listed in the spreadsheet:

This spreadsheet will summarise the total of the budget figures for each Account group 1 (Reporting  group 1) in the following columns:

  • Period 0 (Opening Last Year) - The totals of the opening budget totals for the previous year.
  • Periods 1 to 12 - The totals of budget figures entered in the respective periods for this year.
  • Total - Total for each period (Period 1 -12) plus Period 0.