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 “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 respective row for 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 “Save Changes” Button.