Getting Budgets into MIP from Excel
Users that do their budget in Excel have an option to copy/paste the information from Excel into a MIP Budget Worksheet. The key steps are as follows:
Create a Blank Budget Worksheet using the wizard, the option to select Blank worksheet is seen below:
Once the spreadsheet opens you need to do the following:
- Insert the appropriate number of rows to accommodate the length of your Excel Spreadsheet (it defaults to 48 entry rows if less are needed blank rows can be deleted). To insert click any row, right click and select Insert, enter the number of rows to insert.
- Copy/Paste the Account Segments, then the Amounts
- After the copy paste is complete, click the letter A at the top of column A to highlight the row. Right-click and select Budget Item to populate the B for the entire column.
You can now make any adjustments, and transfer when ready.
