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1 reply

Level 13
August 8, 2023

Hi tim-trimble-circ, thanks for joining the Community.

 

It isn't possible to import data from an Excel file when creating a budget, figures would need to be entered manually or by using the pre-fill option to auto-fill actual data (once saved, these figures can then be edited). We recommend leaving feedback for this (via the Cog > Feedback in QB) as we appreciate it would be a handy option to have for those who have already prepared budget reports prior to joining QB.