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Budget Creator Excel Add-In

To extend the functionality of Financial Edge, you can use additional add-ins created by Blackbaud, providers in the Blackbaud Partner Marketplace, or approved external developers. These applications securely access your Financial Edge data via the SKY API, so you can do more with your accounting efforts.

The Budget Creator add-in is an application built by Blackbaud and is available in Microsoft's Office Store. You can use this to enter budget data in a Microsoft Excel spreadsheet, and then submit the data to create a new budget in the database view and monitor it in the web view. This enables bulk data entry and saves time, especially when entering similar data.

Note: The add-in will create budgets in the web view in a future release.

Note: The add-in only works with Microsoft Office 2016 or higher. You can choose to use the Excel add-in from Microsoft Office 365 or from your desktop version.

For information about working with budgets, see Budgets (Beta).