How can I set a Budget Amount for Expense Heads Using Excel Template?

Please follow the steps below to set  a Budget Amount for Expense Heads Using Excel Template :

Step 1: Login to ADDA ->> Admin –>> Expense Tracker –>> Budget.

Step 2: Click on the “Setup Via Excel Upload” tab, you will find a new popup window open up.

Step 3: In step 1(in the Popup window) download excel template — >> In excel template — >>Enter the budgeted amount under “Budgeted Amount” in a respective row for a relevant account– >> Save in CSV format.

Step 4: Again go to the “Setup Via Excel Upload”— >> Go to the step 3 (in the new popup window) — >> Click on Choose File — > > Click on Upload document — > > Open new window and go down.

Step 5: Click on the “Save Changes” button.

• Related Articles

• How can I set a Budget Amount for Expense Heads In Batch?

  Please follow the steps below to set a Budget Amount for Expense Heads In Batch : Step 1: Login to ADDA->> Admin –>> Expense Tracker –>> Budget. Step 2: Click on the “Setup” tab Note: You can find a column here named "Budgeted Amount" per year. Step ...

• How to Post the Collection in batch or using excel Template?

  Please follow the below steps to post the offline collection entries in bulk such as Cheque payments, Direct Bank Transfer or Cash: Batch upload : Step 1 :- Go to Admin >>Income Tracker >> Bulk Posting. Step2:- Post Collections in Bulk >> Direct ...

• How to Upload Non Member Income in Batch & Excel Template ?

  Please follow the below steps to post None Member Income entries in Bulk: Step 1: Go to Admin Dashboard >>Income Tracker >> Non-Member Income. Step 2: Bulk Posting >> Post Invoices & Collection in Bulk >> There are two ways as below: 1. Batch Upload: ...

• How to Post Credit note in batch or through excel template?

  As an admin, if you intend to waive any charges for owners or tenants, you can generate a Credit Note. You can post credit notes in bulk by following the steps outlined below: Batch upload:- Step 1: Login to ADDA >> Admin >> Income Tracker >> Member ...

• How to post recurring expenses for a vendor?

  Please follow the steps below to post recurring invoices: Step 1: Log in to ADDA -->> Admin -->> Expense Tracker -->> By Vendor Step 2: Select the Vendor you wish to post a recurring invoice for -->> Click on the "Invoice" Button Step 3: Enter the ...