Budget Creator Excel Add-In: Create Budget Best Practices

As you prepare to use the Budget Creator for Financial Edge NXT, make sure to review these best practice tips to optimize your experience when you submit a new budget from Microsoft Excel. For information about how to enable and download the add-in, see Budget Creator Excel Add-In.

• First, create the new budget in your own workbook.

• Copy and paste data from the workbook to the add-in spreadsheet. As you copy, make sure to paste a column's data from the workbook to its corresponding column in the spreadsheet.

  Warning: If you want to re-use spreadsheet formulas, make sure you save them in Excel. These do not appear in Financial Edge.

• The budget columns that default in the add-in spreadsheet are based on your selections in the add-in panels. For example, if you select to budget by project, the Project ID and Project description columns appear.

• If you need to save the add-in spreadsheet and come back to it later in Excel, select File, Save as.

• After you submit the budget, use the link on the Confirmation panel to open it in the web view and confirm your data is accurate.