Budget Categories Import Template

Budget categories group budget line items in the budget and reports. To learn more about adding categories to a budget, see the AmpliFund Grant Management Guide.

Use the attached template to import your Budget Categories list. Required fields are designated with an asterisk (*). Once completed, Organizational Administrators can import to Administration>Lists>Budget Categories.

How To Import Budget Categories:

1. Open Administration>Lists>Budget Categories.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Select the Destination field for each Source column. If you are using the Budget Categories Import Template (recommended), the source and destination fields should match.
5. Click Import.