Generating a template
- Go to Budget on Payflows
- Click Upload budget on the top right of your screen
- Choose your level of granularity
- Download the CSV template by clicking on
generated-budget-template.csv
Importing a budget
- Go to Budget on Payflows
- Click Upload budget on the top right of your screen
- Import or drop file you just filled in and wait until a popup appears
- Enter a name for your new budget
- Choose the year of your budget
- Click Add budget