D365 BC Budget Import

Search for G/L Budgets
Add a new Budget – and assign up to 4 dimensions for the budget

Select Process – Edit Budget

Determine the time frame of the budget amounts – the default is Month


Please review the Filters tab.  You want to set your date range, G/L Accounts, Dimensions, etc.


Go to Actions, Functions to Copy a Budget or Export/Import using Excel


One option is to Copy G/L Budget.  This can be from the existing G/L Entries or other Budgets.   You can set a variety of filters and then do an adjustment factor to increase the Budget amount


Export/Import Excel
You want to enter a Start Date, No. of Periods.  You can add Dimensions and set additional filters below if needed

Select OK and you will get an excel output

Do not reformat the spreadsheet.  You can enter lines per dimension (so users save multiple sheets).  Enter in the actual posting account fields.  If it is Revenue it needs to go in as a negative amounts.


When you select Import – you have these options…be careful.  Select Add Entries not Replace Entries (or you will be doing it again)