CMS - How To: Duplicate Budget

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:06 PM by Glennise Pretorius

There is a quick and easy way to update the budget for a new financial year if the majority of the budget figures are the same.

Note: If there were various changes in the budget, please follow this article to follow the steps on how to load a completely new budget on the WeconnectU system.

1. Duplicating a Budget

Navigation: Community Level > Finance > Actual vs Budget

1.1 Download Template

When the budget stays the same as the previous year, there is a simple way to load this. In the relevant community.

Tick the Add Monthly Budget, and select the dates to be an entire financial year ( 12 months). When the page has loaded, click on Download Excel.

Open the Excel file. Delete all the normal columns (not stating Budget).

Delete the YTD columns.

Delete the bottom row.

1.2 Import Budget

Navigation: Community Level > Finances >Budget

Select the financial year for the new budget.

Click on Budget Excel Import on the right-hand side of the page.

Select the Excel file, and when it is finished uploading, click on Close.