Budgets and Forecasts · Track 2 · Tutorial 2 of 3

Load the budget from a spreadsheet

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Most budgets are built in a spreadsheet. Download the template once, build or paste the budget into it, and load a company’s whole year in one upload.

You will needBudget & Forecast Input allowing entity level, as in Choose where plans are entered. Administrator or Report Admin access. An edition other than Standard.

By the endDemo Sales Company’s 2027 budget loaded from one file.

1Download the template

Select Demo Sales Company, open Budget → Profit & Loss, and choose 2027.
In Chart of Accounts, choose the accounts the file will use.
Click the Import icon. Import Budget Movement opens.
Click Download template.

The template has an Account Code and an Account Name column, then one column per month of the year you chose, such as Jan-2027. It lists the statement’s accounts and is already filled with what the budget holds, so it also works as an export to edit and load again.

Download template (1), the drop area for the filled file (2), and Upload (3).

2Fill it in

Enter each account’s movement for each month, the way the report shows it. Keep the headers as they are.

Blank or zero	The account is left out for that month.
A code not in the company’s chart	With Organisation Chart of Accounts, the account is added to the company’s chart, and BrizoConsol offers to open Account Mapping for it. With Common Chart of Accounts, the line is ignored and listed after the upload.
Balance sheet accounts	If you budget the balance sheet too, add its accounts to the same file. The Balance Sheet page’s template lists them.

The template for 2027: Account Code and Account Name, then one column per month from Jan-2027, one row per account — The two header columns to keep (1), and one column per month (2).

3Upload it

Click the Import icon again, and drag the file onto Drag & drop your file here, or browse.
Click Upload, and read the message.

CSV, XLS, XLSX, TXT and TAB files are accepted, one at a time. An upload replaces everything already in the budget for each month in the file, typed or uploaded, on every account; months not in the file are left as they are.

Check

The message reads Imported Budget movement for 12 period(s). The Profit & Loss shows the file’s figures in each month, and the FY-2027 column matches the file’s yearly totals.

4If something goes wrong

What you see	What to do
The file must contain "Account Code" and "Account Name" columns.	Keep the template’s first two headers exactly as they are.
Unrecognised period header … Use a month and year such as "Jan-2026".	A month column has a header BrizoConsol can’t read. Use the template’s headers, such as Jan-2027.
The file must have at least one period column after Account Name.	Add the month columns after Account Name.
Period Jan-2027 is locked. Contact administrator.	A month in the file is locked, so nothing was loaded. Take that month out, or ask an administrator to unlock it.
… line(s) were ignored because this organisation has no mapped account for them	With Common Chart of Accounts, map a company account to those group accounts, then upload again.
The Import icon is greyed out	The level you are on is not allowed by Budget & Forecast Input. Hover over it to see where to enter.

Want more detail? See the documentation

Entering Budget & Forecast Data Uploading Trial Balances via Excel / CSV

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