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💰 Budget Administration

Upload QuickBooks Budget vs. Actual reports and manage church financial data visible to members. (v1.3.0)

ℹī¸ How to upload budget data
  1. Export from QuickBooks: Run a "Budget vs. Actual" report for the full year, then export as CSV.
  2. Select the fiscal year from the dropdown, or type a new year and click "+ Add Year".
  3. Drag & drop your CSV file onto the upload area (or click to browse).
  4. Review the preview to verify the data looks correct.
  5. Click "Import Data" to save. Re-importing the same year will update existing data.

Tip: If you need to completely replace a year's data, go to the "Fiscal Years" tab and use "Clear Data" first.

or
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Drag & drop your QuickBooks CSV here

or click to browse

ℹī¸ Managing fiscal years
  • Set Active: The "active" year is shown by default in member budget reports.
  • Clear Data: Removes all budget entries for that year so you can reimport fresh. The year itself remains.
  • Delete Year: Completely removes the year and all its data. Use with caution!
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ℹī¸ About import history

This log shows all budget imports, including who performed them and when. Each import updates or replaces the data for the selected fiscal year.

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