Create Budget Best Practices for Budget Creator Excel Add-In

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.