Import Budgets into Matrix
If I have budgets entered into Matrix but need to change them. If I export the budgets out, I would like to be able to re-import them back in, after I have made changes.
Anonymous
shared this idea
This has been implemented and is a great option for the current budgeting season! Simply choose to download the budget from the Budget list via the gear option, fill out your budget information, and then import it back into Matrix.
This does not work with the export on the template itself so be sure to do it from the Budget List! If you have any questions please contact support and we’ll walk you through the process.
Thanks for the feedback!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Out of curiosity, what sort of changes are you making to them once they are exported or why would you want to make changes on the export instead of within Matrix?
Understanding the reasoning will help us better prioritize this request against others and ultimately come out with a better experience if we can do this for you :)
Thanks!