How To Create, Import and Export Budgets In Thrive Accounts
Trojan Support User
22 steps
2 minutes
Thriveaccounts
1
Navigate to [https://app.thriveaccounts.com/](https://app.thriveaccounts.com) and open the General Ledger module.
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Click "Budgets"
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Click "New Budget"
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Enter a Budget Name,
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and the Start Period for your budget.
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To add a line to your budget, click here.
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You are required to add a General Ledger account, which you can search for here.
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You can also add a department or cost centre,
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And you can enter the budget for 12 consecutive periods, beginnning with your start period here.
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Thrive will have a grand total for the budget you've entered for the 12 periods here.
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Click the bin icon to remove a line from the budget.
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Click "Save" to save your budget. Note that you don't need a line item to save.
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Use the overflow menu and click "View Details" to open the budget.
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To import a budget, click the import icon in the top right.
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If you don't have an existing budget, we provide a template file to help you get started. Click "Download template CSV file"
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If you don't have an existing budget, we provide a template file to help you get started. Click "Download template CSV file"
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This will download a .CSV file to your computer.
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Here is how the template looks - on each line you can enter the code for a General Ledger Account, Department and Cost Centre, as well as the budget amount for each of the 12 periods.
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And here is how it looks once the template is filled in.
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Once you've saved and then drag and drop the file into the import window, click "Import"
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Thrive will process the file and add each line to your budget.
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You can export your budget again using the export budget icon in the top right.
For any further information on Budgets, please contact the Thrive Support Team.
