Import a budget

The import from Excel or text files is an easy way to set up a certain budget structure from scratch. Depending on what you want to import you need to set up your Excel file.

You should use column headers in the first row. Regarding the elements only the account name is required.

After you have selected the desired file to import, you need to help APMS understand the format specifications of your file. If you are not importing any numbers, just click ok.

(1) Select the character that separates each row in your file. This depends on how you exported the file from your accounting software. In most cases it will be a semicolon (;). You can check this if you open the import file in a text editor.

(2) Select the character that separates the decimal values. Either a comma (1,5) or a period (1.5).

(3) Select the character that groups the numbers. Either a quote (1'000), a comma (1,000).

(4) Not applicable, can be left empty

On the left side you now see the column titles from your import file. Select which should be imported. (2)

Drag and drop the columns into the desired order…

…so that all columns checked for import match.

Click "Import".

You should now see the fully imported budget. Please carefully check the group sums and totals for missing fringes or add. costs, currency settings, etc. These elements can't be imported.