Edit budget data

NOTE: Above the spreadsheet, you can see the time the spreadsheet was updated.

  • Summary cells (bold text) cannot be edited.
  • Grey cells contain Line Item Details or values from the database, and cannot be edited.

Click Save data to save your work. The data is saved to the budget table.

To access additional editing options, click the arrow next to Spreading and Line item details at the bottom of the spreadsheet.

Click in the upper right corner to access the Spreading and Adjusting functionality.

  • Spreading: Instead of manually entering data, you can use the Spread function to enter calculated values based on the total amount you want to be distributed across the cells in a row.
  • Adjusting: You can use Adjust to increase or decrease an amount by a number of units or a percentage.
  • Line item details: You can use this function to specify additional details on the same dimension value (row). You can, for instance, specify a detailed list of expenses on the same account.
Last modified August 7, 2024