If the budget already lives in a spreadsheet, Payfriend can read it in. You upload, see how the budget will look, and only then create the lines.
Nothing is saved until you confirm. The preview is only a proposal. Create lines from the spreadsheet is what writes into the budget.
.xlsx only, max 5 MB. Amounts in whole kroner.
Before you start
You have a budget for the right accounting year (see Get started with budget)
You are owner or administrator
The budget is draft or active. A locked budget must be Reopened by the owner first
1. Open Import
Two ways in:
When you create the budget: choose Upload Excel, and you land here
On an existing budget: choose Import in the menu under Budget
The page is titled Create budget from Excel.
2. Pick a path
The template (easiest)
Choose Download template. The file is built for this budget, so the columns match your accounting year. An offset year (e.g. July to June) gets the right month headings, not January through December.
Fill in:
Line: the name (required)
Type: Revenue or Cost. Empty inherits the heading above (e.g. “Revenue”)
Accounts: account numbers separated by commas
One column per period: whole kroner. An empty cell is zero
The “Product sales” and “Wages” rows are examples. Overwrite them.
Your own sheet
If the sheet does not match the template, Payfriend proposes lines, accounts and amounts. Help it by having:
line names in the first column
one column per month (in order)
account numbers, if you have them
The first column must be named Line for the sheet to be read as the template. Otherwise the proposal runs.
A blue notice appears: Payfriend proposed this structure from the file. Check the lines, groups and amounts before you create them.
3. Upload and check the preview
Drop your Excel file here or Choose file.
The preview shows at once. Nothing has been written into the budget yet.
Check lines, type, accounts and amounts. If the budget already has lines, tick Yes, replace the current lines. The import overwrites what is there.
4. Confirm
Choose Create lines from the spreadsheet. Only then are the lines written.
Unknown account numbers are not attached to the line. The line is still created. Rows with amounts but no name are skipped. The preview tells you.
Amounts
Write whole kroner. A Danish thousands separator works: 10.000 is ten thousand, not ten. A comma is the decimal (1.234,50). An empty cell is zero. “kr” and “DKK” in the cell are ignored.
Formulas import as the figure you see in Excel.
Problems?
Symptom | Cause | Fix |
First column must be named “Line” | The sheet is not the template, and the proposal could not be made | Download the template, or put Line in column A |
Wrong number of periods | The columns do not match this budget’s year | Download the template for this budget. An offset year has different headings |
Totals become a line | A row named Total has figures | Delete the row, or clear the figures. A trailing Total column is ignored |
Several sheets | Only the first sheet is read | Move the budget onto sheet 1 |
Empty lines | A row with no name, figures or accounts | Skipped. Rows with figures but no name are warned in the preview |
.xlsx only | .xls or CSV | Save as an Excel workbook (.xlsx) |
File larger than 5 MB | File too big | Strip images and formatting, or split the sheet |
The budget is locked | Import is closed | The owner chooses Reopen |
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